Chicago Partners Investment Group’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
Q2 | $5.88M | Buy |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $2.26M | Sell |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $760K | Buy |
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|
2019
Q2 | $757K | Buy |
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|
2019
Q1 | $739K | Buy |
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|
2018
Q4 | $652K | Sell |
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|
2018
Q3 | $652K | Buy |
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|
2018
Q2 | $676K | Hold |
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|
2018
Q1 | $658K | Buy |
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|
2017
Q4 | $661K | Buy |
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|
2017
Q3 | $621K | Buy |
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|
2017
Q2 | $66K | Sell |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $444K | Buy |
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|
2016
Q3 | $429K | Buy |
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|
2016
Q2 | $412K | Hold |
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|
2016
Q1 | $399K | Buy |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $525K | Sell |
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|
2015
Q1 | $532K | Buy |
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