Fairfield, Bush & Co’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 | $530K | Sell |
5,764
-5
| -0.1% | -$460 | 0.3% | 65 |
|
|
2025
Q1 | $491K | Buy |
5,769
+536
| +10% | +$45.6K | 0.31% | 69 |
|
|
2024
Q4 | $463K | Buy |
5,233
+1,680
| +47% | +$149K | 0.27% | 70 |
|
|
2024
Q3 | $313K | Buy |
3,553
+670
| +23% | +$59K | 0.19% | 88 |
|
|
2024
Q2 | $234K | Sell |
2,883
-215
| -7% | -$17.4K | 0.14% | 99 |
|
|
2024
Q1 | $261K | Hold |
3,098
| – | – | 0.15% | 99 |
|
|
2023
Q4 | $241K | Buy |
+3,098
| New | +$241K | 0.14% | 98 |
|
|
2023
Q3 | – | Sell |
-93
| Closed | -$6.8K | – | 300 |
|
|
2023
Q2 | $6.8K | Buy |
+93
| New | +$6.8K | ﹤0.01% | 357 |
|