Cynosure 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 | $691K | Buy |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $881K | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.28M | Hold |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $968K | Hold |
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|
2019
Q4 | $1.34M | Hold |
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|
2019
Q3 | $1.25M | Hold |
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|
2019
Q2 | $1.25M | Hold |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.08M | Buy |
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