Dynamic Advisor Solutions’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 | $496K | Sell |
|
|||||
|
2025
Q2 | $530K | Sell |
|
|||||
|
2025
Q1 | $501K | Sell |
|
|||||
|
2024
Q4 | $582K | Sell |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $1.01M | Sell |
|
|||||
|
2024
Q1 | $1.07M | Sell |
|
|||||
|
2023
Q4 | $1.07M | Buy |
|
|||||
|
2023
Q3 | $839K | Sell |
|
|||||
|
2023
Q2 | $900K | Buy |
|
|||||
|
2023
Q1 | $849K | Sell |
|
|||||
|
2022
Q4 | $908K | Sell |
|
|||||
|
2022
Q3 | $937K | Sell |
|
|||||
|
2022
Q2 | $977K | Sell |
|
|||||
|
2022
Q1 | $1.2M | Buy |
|
|||||
|
2021
Q4 | $1.02M | Buy |
|
|||||
|
2021
Q3 | $949K | Buy |
|
|||||
|
2021
Q2 | $910K | Sell |
|
|||||
|
2021
Q1 | $906K | Buy |
|
|||||
|
2020
Q4 | $711K | Buy |
|
|||||
|
2020
Q3 | $511K | Sell |
|
|||||
|
2020
Q2 | $567K | Buy |
|
|||||
|
2020
Q1 | $445K | Sell |
|
|||||
|
2019
Q4 | $697K | Sell |
|
|||||
|
2019
Q3 | $656K | Buy |
|
|||||
|
2019
Q2 | $471K | Buy |
|
|||||
|
2019
Q1 | $211K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $216K | Hold |
|
|||||
|
2018
Q2 | $208K | Buy |
|