Evensky & Katz’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
25,616
-12
| -0% | -$1.1K | 0.14% | 38 |
|
|
2025
Q1 | $2.18M | Sell |
25,628
-67
| -0.3% | -$5.7K | 0.15% | 42 |
|
|
2024
Q4 | $2.27M | Buy |
25,695
+81
| +0.3% | +$7.16K | 0.15% | 42 |
|
|
2024
Q3 | $2.26M | Buy |
25,614
+95
| +0.4% | +$8.38K | 0.15% | 44 |
|
|
2024
Q2 | $2.07M | Sell |
25,519
-461
| -2% | -$37.4K | 0.14% | 44 |
|
|
2024
Q1 | $2.19M | Sell |
25,980
-2,161
| -8% | -$182K | 0.15% | 41 |
|
|
2023
Q4 | $2.19M | Buy |
28,141
+226
| +0.8% | +$17.6K | 0.16% | 40 |
|
|
2023
Q3 | $1.93M | Sell |
27,915
-1,630
| -6% | -$113K | 0.17% | 36 |
|
|
2023
Q2 | $2.16M | Buy |
29,545
+68
| +0.2% | +$4.97K | 0.16% | 37 |
|
|
2023
Q1 | $2.06M | Buy |
29,477
+98
| +0.3% | +$6.85K | 0.17% | 37 |
|
|
2022
Q4 | $1.98M | Buy |
29,379
+219
| +0.8% | +$14.8K | 0.18% | 39 |
|
|
2022
Q3 | $1.81M | Buy |
29,160
+34
| +0.1% | +$2.11K | 0.21% | 35 |
|
|
2022
Q2 | $1.88M | Buy |
29,126
+230
| +0.8% | +$14.9K | 0.22% | 34 |
|
|
2022
Q1 | $2.26M | Sell |
28,896
-232
| -0.8% | -$18.1K | 0.22% | 32 |
|
|
2021
Q4 | $2.42M | Buy |
29,128
+286
| +1% | +$23.7K | 0.23% | 34 |
|
|
2021
Q3 | $2.26M | Sell |
28,842
-211
| -0.7% | -$16.5K | 0.24% | 30 |
|
|
2021
Q2 | $2.3M | Sell |
29,053
-1,857
| -6% | -$147K | 0.23% | 32 |
|
|
2021
Q1 | $2.29M | Buy |
30,910
+683
| +2% | +$50.5K | 0.25% | 31 |
|
|
2020
Q4 | $2.07M | Sell |
30,227
-25
| -0.1% | -$1.71K | 0.26% | 29 |
|
|
2020
Q3 | $1.74M | Sell |
30,252
-986
| -3% | -$56.6K | 0.24% | 31 |
|
|
2020
Q2 | $1.67M | Sell |
31,238
-193
| -0.6% | -$10.3K | 0.24% | 32 |
|
|
2020
Q1 | $1.36M | Buy |
31,431
+44
| +0.1% | +$1.9K | 0.21% | 36 |
|
|
2019
Q4 | $1.87M | Sell |
31,387
-1,206
| -4% | -$71.9K | 0.26% | 34 |
|
|
2019
Q3 | $1.82M | Sell |
32,593
-50
| -0.2% | -$2.8K | 0.25% | 40 |
|
|
2019
Q2 | $1.82M | Buy |
32,643
+5
| +0% | +$279 | 0.25% | 37 |
|
|
2019
Q1 | $1.76M | Buy |
+32,638
| New | +$1.76M | 0.25% | 37 |
|