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Detalus Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
3,256
+1
| +0% | +$92 | 0.09% | 130 |
|
|
2025
Q1 | $277K | Sell |
3,255
-134
| -4% | -$11.4K | 0.09% | 130 |
|
|
2024
Q4 | $300K | Sell |
3,389
-244
| -7% | -$21.6K | 0.1% | 113 |
|
|
2024
Q3 | $320K | Sell |
3,633
-30
| -0.8% | -$2.65K | 0.11% | 111 |
|
|
2024
Q2 | $297K | Buy |
3,663
+302
| +9% | +$24.5K | 0.1% | 111 |
|
|
2024
Q1 | $283K | Sell |
3,361
-20
| -0.6% | -$1.68K | 0.1% | 117 |
|
|
2023
Q4 | $263K | Buy |
3,381
+37
| +1% | +$2.88K | 0.11% | 117 |
|
|
2023
Q3 | $232K | Buy |
3,344
+26
| +0.8% | +$1.8K | 0.11% | 117 |
|
|
2023
Q2 | $242K | Sell |
3,318
-1,204
| -27% | -$87.9K | 0.11% | 120 |
|
|
2023
Q1 | $316K | Buy |
4,522
+156
| +4% | +$10.9K | 0.15% | 99 |
|
|
2022
Q4 | $294K | Sell |
4,366
-1,215
| -22% | -$81.9K | 0.14% | 105 |
|
|
2022
Q3 | $347K | Buy |
5,581
+37
| +0.7% | +$2.3K | 0.21% | 86 |
|
|
2022
Q2 | $358K | Sell |
5,544
-675
| -11% | -$43.6K | 0.21% | 79 |
|
|
2022
Q1 | $485K | Buy |
6,219
+287
| +5% | +$22.4K | 0.26% | 67 |
|
|
2021
Q4 | $492K | Buy |
5,932
+555
| +10% | +$46K | 0.24% | 67 |
|
|
2021
Q3 | $421K | Buy |
5,377
+532
| +11% | +$41.7K | 0.21% | 75 |
|
|
2021
Q2 | $384K | Sell |
4,845
-336
| -6% | -$26.6K | 0.2% | 79 |
|
|
2021
Q1 | $383K | Buy |
5,181
+1,109
| +27% | +$82K | 0.23% | 76 |
|
|
2020
Q4 | $279K | Sell |
4,072
-18
| -0.4% | -$1.23K | 0.18% | 81 |
|
|
2020
Q3 | $235K | Sell |
4,090
-1,712
| -30% | -$98.4K | 0.17% | 78 |
|
|
2020
Q2 | $311K | Sell |
5,802
-4,821
| -45% | -$258K | 0.24% | 69 |
|
|
2020
Q1 | $459K | Sell |
10,623
-76
| -0.7% | -$3.28K | 0.42% | 48 |
|
|
2019
Q4 | $638K | Buy |
+10,699
| New | +$638K | 0.47% | 39 |
|