Dana Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
8,101
+200
| +3% | +$18.4K | 0.02% | 417 |
|
|
2025
Q1 | $672K | Hold |
7,901
| – | – | 0.02% | 416 |
|
|
2024
Q4 | $698K | Hold |
7,901
| – | – | 0.02% | 427 |
|
|
2024
Q3 | $696K | Sell |
7,901
-90
| -1% | -$7.93K | 0.02% | 419 |
|
|
2024
Q2 | $648K | Sell |
7,991
-265
| -3% | -$21.5K | 0.02% | 416 |
|
|
2024
Q1 | $694K | Sell |
8,256
-2,071
| -20% | -$174K | 0.02% | 410 |
|
|
2023
Q4 | $803K | Sell |
10,327
-523
| -5% | -$40.7K | 0.04% | 275 |
|
|
2023
Q3 | $751K | Buy |
10,850
+3,707
| +52% | +$257K | 0.04% | 268 |
|
|
2023
Q2 | $522K | Buy |
7,143
+3,230
| +83% | +$236K | 0.03% | 312 |
|
|
2023
Q1 | $274K | Hold |
3,913
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $264K | Buy |
3,913
+180
| +5% | +$12.1K | 0.01% | 371 |
|
|
2022
Q3 | $232K | Sell |
3,733
-180
| -5% | -$11.2K | 0.01% | 377 |
|
|
2022
Q2 | $253K | Sell |
3,913
-5,009
| -56% | -$324K | 0.01% | 386 |
|
|
2022
Q1 | $696K | Hold |
8,922
| – | – | 0.03% | 244 |
|
|
2021
Q4 | $741K | Sell |
8,922
-251
| -3% | -$20.8K | 0.03% | 237 |
|
|
2021
Q3 | $718K | Hold |
9,173
| – | – | 0.03% | 226 |
|
|
2021
Q2 | $727K | Hold |
9,173
| – | – | 0.03% | 225 |
|
|
2021
Q1 | $678K | Buy |
+9,173
| New | +$678K | 0.03% | 233 |
|