Crestwood Advisors 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
Q3 | $678K | Buy |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $570K | Hold |
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|
2019
Q3 | $535K | Sell |
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|
2019
Q2 | $539K | Hold |
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|
2019
Q1 | $520K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $27K | Buy |
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