CX Institutional’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 | $17K | Sell |
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|
2025
Q1 | $64K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $867K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.96M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11K | Sell |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $163K | Sell |
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|
2020
Q1 | $639K | Sell |
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|
2019
Q4 | $13.2M | Sell |
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|
2019
Q3 | $13.5M | Buy |
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|
2019
Q2 | $12.6M | Buy |
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|
2019
Q1 | $9.88M | Buy |
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|
2018
Q4 | $4.75M | Buy |
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|
2018
Q3 | $3.69M | Buy |
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|
2018
Q2 | $3.25M | Buy |
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