Duncker Streett & Co’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 | $939K | Hold |
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|
2025
Q1 | $869K | Hold |
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|
2024
Q4 | $903K | Hold |
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|
2024
Q3 | $900K | Hold |
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|
2024
Q2 | $828K | Sell |
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|
2024
Q1 | $901K | Hold |
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|
2023
Q4 | $833K | Hold |
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $746K | Hold |
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|
2023
Q1 | $714K | Hold |
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|
2022
Q4 | $689K | Hold |
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|
2022
Q3 | $635K | Hold |
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|
2022
Q2 | $660K | Sell |
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|
2022
Q1 | $807K | Hold |
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|
2021
Q4 | $858K | Hold |
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|
2021
Q3 | $809K | Hold |
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|
2021
Q2 | $819K | Buy |
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|
2021
Q1 | $675K | Hold |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $523K | Sell |
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|
2020
Q2 | $578K | Buy |
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|
2020
Q1 | $464K | Hold |
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|
2019
Q4 | $641K | Buy |
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|
2019
Q3 | $600K | Hold |
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|
2019
Q2 | $599K | Sell |
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|
2019
Q1 | $626K | Buy |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $593K | Buy |
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|
2018
Q2 | $517K | Buy |
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $613K | Buy |
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|
2017
Q3 | $579K | Buy |
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|
2017
Q2 | $563K | Sell |
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|
2017
Q1 | $659K | Sell |
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|
2016
Q4 | $647K | Buy |
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|
2016
Q3 | $441K | Buy |
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|
2016
Q2 | $424K | Hold |
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|
2016
Q1 | $411K | Buy |
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|
2015
Q4 | $402K | Buy |
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|
2015
Q3 | $390K | Buy |
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|
2015
Q2 | $426K | Sell |
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|
2015
Q1 | $464K | Buy |
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|
2014
Q4 | $380K | Buy |
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|
2014
Q3 | $328K | Buy |
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|
2014
Q2 | $336K | Buy |
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|
2014
Q1 | $319K | Buy |
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|
2013
Q4 | $207K | Buy |
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|
2013
Q3 | $191K | Buy |
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|
2013
Q2 | $178K | Buy |
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