Certuity’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Sell |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $823K | Buy |
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|
2024
Q1 | $801K | Buy |
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|
2023
Q4 | $617K | Hold |
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|
2023
Q3 | $550K | Hold |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $525K | Hold |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $906K | Buy |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $377K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $327K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $255K | Buy |
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