Colorado Capital 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 | $372K | Sell |
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|
2025
Q2 | $386K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $481K | Hold |
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|
2021
Q1 | $448K | Hold |
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|
2020
Q4 | $416K | Hold |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $324K | Hold |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $538K | Hold |
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|
2019
Q3 | $505K | Hold |
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|
2019
Q2 | $505K | Hold |
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|
2019
Q1 | $487K | Hold |
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|
2018
Q4 | $419K | Hold |
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|
2018
Q3 | $497K | Hold |
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|
2018
Q2 | $479K | Hold |
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|
2018
Q1 | $466K | Hold |
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|
2017
Q4 | $470K | Hold |
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|
2017
Q3 | $445K | Hold |
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|
2017
Q2 | $433K | Hold |
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|
2017
Q1 | $422K | Buy |
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|
2016
Q4 | $385K | Buy |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $255K | Hold |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $243K | Buy |
|