Envestnet Asset Management’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 | $373M | Sell |
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|
2025
Q1 | $352M | Sell |
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|
2024
Q4 | $371M | Sell |
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|
2024
Q3 | $374M | Sell |
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|
2024
Q2 | $357M | Buy |
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|
2024
Q1 | $366M | Sell |
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|
2023
Q4 | $357M | Buy |
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|
2023
Q3 | $302M | Sell |
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|
2023
Q2 | $595M | Buy |
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|
2023
Q1 | $560M | Sell |
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|
2022
Q4 | $571M | Buy |
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|
2022
Q3 | $500M | Sell |
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|
2022
Q2 | $522M | Buy |
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|
2022
Q1 | $630M | Buy |
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|
2021
Q4 | $651M | Buy |
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|
2021
Q3 | $582M | Sell |
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|
2021
Q2 | $644M | Buy |
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|
2021
Q1 | $572M | Buy |
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|
2020
Q4 | $509M | Buy |
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|
2020
Q3 | $386M | Buy |
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|
2020
Q2 | $348M | Sell |
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|
2020
Q1 | $286M | Buy |
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|
2019
Q4 | $363M | Buy |
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|
2019
Q3 | $318M | Buy |
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|
2019
Q2 | $281M | Buy |
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|
2019
Q1 | $259M | Sell |
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|
2018
Q4 | $236M | Buy |
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|
2018
Q3 | $113M | Sell |
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|
2018
Q2 | $126M | Buy |
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|
2018
Q1 | $117M | Buy |
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|
2017
Q4 | $113M | Sell |
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|
2017
Q3 | $117M | Buy |
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|
2017
Q2 | $107M | Buy |
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|
2017
Q1 | $90.5M | Buy |
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|
2016
Q4 | $80.5M | Buy |
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|
2016
Q3 | $71.4M | Buy |
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|
2016
Q2 | $60.1M | Buy |
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|
2016
Q1 | $49.7M | Sell |
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|
2015
Q4 | $49.7M | Buy |
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|
2015
Q3 | $41.4M | Sell |
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|
2015
Q2 | $49.7M | Sell |
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|
2015
Q1 | $56M | Buy |
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|
2014
Q4 | $32.7M | Sell |
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|
2014
Q3 | $43.3M | Buy |
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|
2014
Q2 | $39.6M | Buy |
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|
2014
Q1 | $26.2M | Buy |
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|
2013
Q4 | $22.8M | Buy |
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|
2013
Q3 | $18.3M | Sell |
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|
2013
Q2 | $26.4M | Buy |
|