Chesapeake Wealth Management’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 | $6.68M | Buy |
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|
2025
Q2 | $6.17M | Buy |
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|
2025
Q1 | $5.64M | Sell |
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|
2024
Q4 | $6.14M | Sell |
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|
2024
Q3 | $6.16M | Buy |
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|
2024
Q2 | $4.92M | Sell |
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|
2024
Q1 | $5.44M | Sell |
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|
2023
Q4 | $5.13M | Buy |
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|
2023
Q3 | $4.52M | Sell |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $4.58M | Sell |
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $4.3M | Sell |
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|
2022
Q2 | $4.72M | Sell |
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|
2022
Q1 | $5.73M | Sell |
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|
2021
Q4 | $6.32M | Sell |
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|
2021
Q3 | $5.97M | Sell |
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|
2021
Q2 | $6.57M | Sell |
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|
2021
Q1 | $6.61M | Buy |
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|
2020
Q4 | $6.09M | Buy |
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|
2020
Q3 | $5.08M | Buy |
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|
2020
Q2 | $4.56M | Buy |
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|
2020
Q1 | $2.91M | Buy |
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|
2019
Q4 | $3.96M | Sell |
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|
2019
Q3 | $3.74M | Buy |
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|
2019
Q2 | $3.73M | Sell |
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|
2019
Q1 | $3.7M | Sell |
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|
2018
Q4 | $3.25M | Sell |
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|
2018
Q3 | $3.98M | Sell |
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|
2018
Q2 | $3.85M | Buy |
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|
2018
Q1 | $3.64M | Buy |
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