Columbia Asset 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 | $1.05M | Hold |
|
|||||
|
2025
Q2 | $1,000K | Hold |
|
|||||
|
2025
Q1 | $925K | Sell |
|
|||||
|
2024
Q4 | $978K | Buy |
|
|||||
|
2024
Q3 | $975K | Hold |
|
|||||
|
2024
Q2 | $897K | Buy |
|
|||||
|
2024
Q1 | $860K | Hold |
|
|||||
|
2023
Q4 | $860K | Buy |
|
|||||
|
2023
Q3 | $766K | Hold |
|
|||||
|
2023
Q2 | $808K | Buy |
|
|||||
|
2023
Q1 | $773K | Hold |
|
|||||
|
2022
Q4 | $746K | Sell |
|
|||||
|
2022
Q3 | $776K | Buy |
|
|||||
|
2022
Q2 | $715K | Buy |
|
|||||
|
2021
Q4 | $918K | Buy |
|
|||||
|
2021
Q3 | $865K | Hold |
|
|||||
|
2021
Q2 | $876K | Buy |
|
|||||
|
2021
Q1 | $817K | Hold |
|
|||||
|
2020
Q4 | $758K | Buy |
|
|||||
|
2020
Q3 | $634K | Buy |
|
|||||
|
2020
Q2 | $592K | Sell |
|
|||||
|
2020
Q1 | $887K | Hold |
|
|||||
|
2019
Q4 | $12.3K | Sell |
|
|||||
|
2019
Q3 | $1.27M | Hold |
|
|||||
|
2019
Q2 | $1.26M | Hold |
|
|||||
|
2019
Q1 | $1.22M | Buy |
|
|||||
|
2018
Q4 | $1.05M | Buy |
|
|||||
|
2018
Q3 | $1.25M | Buy |
|
|||||
|
2018
Q2 | $1.2M | Sell |
|
|||||
|
2018
Q1 | $1.17M | Sell |
|
|||||
|
2017
Q4 | $1.19M | Buy |
|
|||||
|
2017
Q3 | $1.13M | Buy |
|