Essex Financial Services’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 | $5.72M | Sell |
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|
2025
Q1 | $5.46M | Buy |
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|
2024
Q4 | $5.64M | Buy |
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|
2024
Q3 | $5.66M | Sell |
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|
2024
Q2 | $5.32M | Buy |
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|
2024
Q1 | $5.24M | Buy |
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|
2023
Q4 | $4.81M | Buy |
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|
2023
Q3 | $3.99M | Buy |
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|
2023
Q2 | $4.17M | Buy |
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|
2023
Q1 | $3.72M | Sell |
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|
2022
Q4 | $3.69M | Sell |
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|
2022
Q3 | $3.46M | Buy |
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|
2022
Q2 | $3.57M | Buy |
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|
2022
Q1 | $4.27M | Buy |
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|
2021
Q4 | $4.52M | Sell |
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|
2021
Q3 | $4.31M | Buy |
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|
2021
Q2 | $2.99M | Hold |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.75M | Buy |
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|
2020
Q3 | $2.04M | Buy |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.71M | Buy |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.33M | Sell |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $974K | Buy |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $895K | Sell |
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|
2018
Q1 | $3.17M | Buy |
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|
2017
Q4 | $922K | Buy |
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|
2017
Q3 | $691K | Sell |
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|
2017
Q2 | $2.6M | Sell |
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|
2017
Q1 | $2.77M | Sell |
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|
2016
Q4 | $2.69M | Buy |
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|
2016
Q3 | $2.5M | Sell |
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|
2016
Q2 | $2.46M | Sell |
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|
2016
Q1 | $2.5M | Buy |
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|
2015
Q4 | $2.11M | Buy |
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|
2015
Q3 | $1.81M | Buy |
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|
2015
Q2 | $1.57M | Buy |
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|
2015
Q1 | $979K | Buy |
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|
2014
Q4 | $440K | Buy |
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|
2014
Q3 | $321K | Buy |
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|
2014
Q2 | $261K | Buy |
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