Evensky & Katz’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 | $2.39M | Sell |
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|
2025
Q2 | $2.36M | Sell |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $2.26M | Sell |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $2.07M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.87M | Sell |
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|
2019
Q3 | $1.82M | Sell |
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|
2019
Q2 | $1.82M | Buy |
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|
2019
Q1 | $1.76M | Buy |
|