Dana Investment Advisors’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 | $774K | Sell |
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|
2025
Q2 | $745K | Buy |
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|
2025
Q1 | $672K | Hold |
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|
2024
Q4 | $698K | Hold |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $803K | Sell |
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|
2023
Q3 | $751K | Buy |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $696K | Hold |
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|
2021
Q4 | $741K | Sell |
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|
2021
Q3 | $718K | Hold |
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|
2021
Q2 | $727K | Hold |
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|
2021
Q1 | $678K | Buy |
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