Dowling & Yahnke’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Dowling & Yahnke’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.06M	Buy
2022 Q2	$1.75M	Buy
2022 Q1	$1.94M	Buy
2021 Q4	$1.94M	Sell
2021 Q3	$2.19M	Hold
2021 Q2	$2.22M	Sell
2021 Q1	$2.18M	Sell
2020 Q4	$2.43M	Sell
2020 Q3	$2.06M	Buy
2020 Q2	$1.91M	Buy
2020 Q1	$1.4M	Sell
2019 Q4	$1.96M	Sell
2019 Q3	$1.88M	Buy
2019 Q2	$1.88M	Hold
2019 Q1	$1.81M	Buy
2018 Q4	$1.5M	Sell
2018 Q3	$1.59M	Buy
2018 Q2	$1.52M	Hold
2018 Q1	$1.48M	Sell
2017 Q4	$1.54M	Sell
2017 Q3	$1.5M	Buy
2017 Q2	$1.42M	Hold
2017 Q1	$1.38M	Sell
2016 Q4	$1.39M	Hold
2016 Q3	$1.35M	Hold
2016 Q2	$1.3M	Sell
2016 Q1	$1.28M	Sell
2015 Q4	$1.29M	Sell
2015 Q3	$1.58M	Buy
2015 Q2	$1.54M	Sell
2015 Q1	$1.57M	Hold
2014 Q4	$1.51M	Hold
2014 Q3	$1.43M	Buy
2014 Q2	$1.44M	Sell
2014 Q1	$1.4M	Buy
2013 Q4	$834K	Sell
2013 Q3	$828K	Sell
2013 Q2	$779K	Buy