D. Scott Neal’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 | $327K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $542K | Hold |
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|
2022
Q4 | $523K | Hold |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $502K | Sell |
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|
2022
Q1 | $607K | Hold |
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|
2021
Q4 | $646K | Sell |
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|
2021
Q3 | $609K | Sell |
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|
2021
Q2 | $686K | Sell |
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|
2021
Q1 | $698K | Hold |
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|
2020
Q4 | $648K | Sell |
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|
2020
Q3 | $722K | Hold |
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|
2020
Q2 | $675K | Sell |
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|
2020
Q1 | $547K | Sell |
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|
2019
Q4 | $17.1M | Sell |
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|
2019
Q3 | $16.4M | Buy |
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|
2019
Q2 | $14.7M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $119K | Hold |
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|
2017
Q4 | $120K | Hold |
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|
2017
Q3 | $113K | Hold |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $108K | Hold |
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|
2016
Q4 | $103K | Hold |
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|
2016
Q3 | $100K | Hold |
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|
2016
Q2 | $97K | Hold |
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|
2016
Q1 | $94K | Hold |
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|
2015
Q4 | $92K | Buy |
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