Ferguson Wellman Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $529K | Sell |
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|
2020
Q4 | $500K | Sell |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $417K | Hold |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $895K | Buy |
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|
2019
Q3 | $609K | Hold |
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|
2019
Q2 | $608K | Sell |
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|
2019
Q1 | $630K | Hold |
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|
2018
Q4 | $543K | Hold |
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|
2018
Q3 | $644K | Hold |
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|
2018
Q2 | $619K | Hold |
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|
2018
Q1 | $603K | Sell |
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|
2017
Q4 | $660K | Sell |
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|
2017
Q3 | $742K | Buy |
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|
2017
Q2 | $364K | Sell |
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|
2017
Q1 | $458K | Buy |
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