Exchange Capital Management’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 | $257K | Hold |
2,794
| – | – | 0.04% | 196 |
|
|
2025
Q1 | $238K | Sell |
2,794
-280
| -9% | -$23.8K | 0.04% | 197 |
|
|
2024
Q4 | $272K | Buy |
+3,074
| New | +$272K | 0.04% | 196 |
|
|
2018
Q4 | – | Sell |
-160
| Closed | -$9K | – | 197 |
|
|
2018
Q3 | $9K | Buy |
+160
| New | +$9K | ﹤0.01% | 244 |
|
|
2014
Q4 | – | Sell |
-184
| Closed | -$7K | – | 382 |
|
|
2014
Q3 | $7K | Sell |
184
-460
| -71% | -$17.5K | ﹤0.01% | 199 |
|
|
2014
Q2 | $26K | Hold |
644
| – | – | 0.01% | 115 |
|
|
2014
Q1 | $25K | Buy |
644
+268
| +71% | +$10.4K | 0.01% | 126 |
|
|
2013
Q4 | $14K | Hold |
376
| – | – | 0.01% | 131 |
|
|
2013
Q3 | $13K | Hold |
376
| – | – | 0.01% | 127 |
|
|
2013
Q2 | $12K | Buy |
+376
| New | +$12K | 0.01% | 123 |
|