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Fiducient Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
12,942
-3,197
| -20% | -$294K | 0.15% | 75 |
|
|
2025
Q1 | $1.37M | Buy |
16,139
+691
| +4% | +$58.8K | 0.17% | 65 |
|
|
2024
Q4 | $1.37M | Buy |
15,448
+34
| +0.2% | +$3.01K | 0.17% | 53 |
|
|
2024
Q3 | $1.36M | Sell |
15,414
-1,509
| -9% | -$133K | 0.16% | 56 |
|
|
2024
Q2 | $1.37M | Buy |
16,923
+3,225
| +24% | +$261K | 0.19% | 46 |
|
|
2024
Q1 | $1.15M | Buy |
13,698
+1,470
| +12% | +$124K | 0.23% | 41 |
|
|
2023
Q4 | $951K | Buy |
12,228
+71
| +0.6% | +$5.52K | 0.18% | 45 |
|
|
2023
Q3 | $846K | Buy |
12,157
+4,364
| +56% | +$304K | 0.05% | 50 |
|
|
2023
Q2 | $569K | Buy |
7,793
+20
| +0.3% | +$1.46K | 0.17% | 33 |
|
|
2023
Q1 | $543K | Sell |
7,773
-1,163
| -13% | -$81.3K | 0.18% | 33 |
|
|
2022
Q4 | $603K | Buy |
8,936
+1,191
| +15% | +$80.3K | 0.18% | 73 |
|
|
2022
Q3 | $481K | Hold |
7,745
| – | – | 0.23% | 33 |
|
|
2022
Q2 | $501K | Buy |
7,745
+25
| +0.3% | +$1.62K | 0.19% | 45 |
|
|
2022
Q1 | $602K | Buy |
7,720
+2,283
| +42% | +$178K | 0.23% | 34 |
|
|
2021
Q4 | $451K | Buy |
5,437
+36
| +0.7% | +$2.99K | 0.14% | 33 |
|
|
2021
Q3 | $422K | Hold |
5,401
| – | – | 0.13% | 56 |
|
|
2021
Q2 | $428K | Sell |
5,401
-11,576
| -68% | -$917K | 0.13% | 43 |
|
|
2021
Q1 | $1.26M | Buy |
16,977
+11,862
| +232% | +$877K | 0.41% | 23 |
|
|
2020
Q4 | $351K | Buy |
5,115
+18
| +0.4% | +$1.24K | 0.13% | 51 |
|
|
2020
Q3 | $292K | Sell |
5,097
-17,922
| -78% | -$1.03M | 0.16% | 18 |
|
|
2020
Q2 | $1.23M | Sell |
23,019
-25,601
| -53% | -$1.37M | 0.75% | 11 |
|
|
2020
Q1 | $2.1M | Buy |
48,620
+20,391
| +72% | +$880K | 1.24% | 9 |
|
|
2019
Q4 | $1.68M | Buy |
28,229
+39
| +0.1% | +$2.33K | 0.92% | 10 |
|
|
2019
Q3 | $1.58M | Buy |
28,190
+483
| +2% | +$27K | 0.9% | 9 |
|
|
2019
Q2 | $1.55M | Sell |
27,707
-59,038
| -68% | -$3.3M | 0.93% | 9 |
|
|
2019
Q1 | $4.68M | Buy |
86,745
+46,747
| +117% | +$2.52M | 2.31% | 9 |
|
|
2018
Q4 | $1.86M | Buy |
39,998
+30,659
| +328% | +$1.42M | 1.07% | 12 |
|
|
2018
Q3 | $2.06M | Sell |
9,339
-46
| -0.5% | -$10.1K | 1.03% | 12 |
|
|
2018
Q2 | $1.99M | Sell |
9,385
-835
| -8% | -$177K | 1.01% | 12 |
|
|
2018
Q1 | $2.11M | Buy |
+10,220
| New | +$2.11M | 1.08% | 11 |
|