EWM
Empirical Wealth Management’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 | $820K | Sell |
8,913
-411
| -4% | -$37.8K | 0.02% | 334 |
|
|
2025
Q1 | $793K | Hold |
9,324
| – | – | 0.02% | 325 |
|
|
2024
Q4 | $824K | Hold |
9,324
| – | – | 0.02% | 302 |
|
|
2024
Q3 | $822K | Sell |
9,324
-191
| -2% | -$16.8K | 0.02% | 293 |
|
|
2024
Q2 | $771K | Buy |
+9,515
| New | +$771K | 0.02% | 284 |
|
|
2023
Q2 | – | Sell |
-6,588
| Closed | -$461K | – | 480 |
|
|
2023
Q1 | $461K | Hold |
6,588
| – | – | 0.02% | 331 |
|
|
2022
Q4 | $444K | Sell |
6,588
-607
| -8% | -$40.9K | 0.02% | 326 |
|
|
2022
Q3 | $447K | Sell |
7,195
-4,628
| -39% | -$288K | 0.02% | 317 |
|
|
2022
Q2 | $764K | Buy |
11,823
+2,031
| +21% | +$131K | 0.04% | 238 |
|
|
2022
Q1 | $764K | Sell |
9,792
-65
| -0.7% | -$5.07K | 0.04% | 256 |
|
|
2021
Q4 | $818K | Buy |
9,857
+4,173
| +73% | +$346K | 0.04% | 253 |
|
|
2021
Q3 | $445K | Buy |
+5,684
| New | +$445K | 0.03% | 322 |
|
|
2020
Q2 | – | Sell |
-4,761
| Closed | -$206K | – | 337 |
|
|
2020
Q1 | $206K | Sell |
4,761
-1,978
| -29% | -$85.6K | 0.02% | 295 |
|
|
2019
Q4 | $402K | Buy |
6,739
+1,621
| +32% | +$96.7K | 0.04% | 215 |
|
|
2019
Q3 | $286K | Buy |
5,118
+112
| +2% | +$6.26K | 0.03% | 236 |
|
|
2019
Q2 | $280K | Hold |
5,006
| – | – | 0.04% | 208 |
|
|
2019
Q1 | $270K | Sell |
5,006
-1,298
| -21% | -$70K | 0.04% | 192 |
|
|
2018
Q4 | $293K | Buy |
6,304
+4,638
| +278% | +$216K | 0.05% | 159 |
|
|
2018
Q3 | $367K | Buy |
+1,666
| New | +$367K | 0.07% | 148 |
|