Clearstead Advisors’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 | $70.4M | Sell |
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|
2025
Q1 | $66.1M | Sell |
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|
2024
Q4 | $69.4M | Buy |
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|
2024
Q3 | $68.9M | Buy |
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|
2024
Q2 | $63.3M | Buy |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $9.9M | Sell |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $9.53M | Sell |
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|
2023
Q1 | $9.32M | Sell |
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|
2022
Q4 | $9.07M | Sell |
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|
2022
Q3 | $8.49M | Sell |
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|
2022
Q2 | $8.88M | Buy |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $11.5M | Sell |
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|
2021
Q3 | $11M | Sell |
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|
2021
Q2 | $11.7M | Sell |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $9.88M | Sell |
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|
2020
Q3 | $8.66M | Buy |
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|
2020
Q2 | $8.09M | Buy |
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|
2020
Q1 | $5.17M | Buy |
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|
2019
Q4 | $6.68M | Sell |
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|
2019
Q3 | $6.31M | Sell |
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|
2019
Q2 | $6.64M | Buy |
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|
2019
Q1 | $6.19M | Buy |
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|
2018
Q4 | $5.33M | Buy |
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|
2018
Q3 | $6.33M | Buy |
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|
2018
Q2 | $6.09M | Hold |
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|
2018
Q1 | $5.92M | Sell |
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|
2017
Q4 | $6.08M | Buy |
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|
2017
Q3 | $5.64M | Buy |
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|
2017
Q2 | $5.5M | Buy |
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|
2017
Q1 | $4.89M | Hold |
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|
2016
Q4 | $4.67M | Buy |
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