Flagship Harbor Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $530K | Buy |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $545K | Sell |
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|
2021
Q3 | $524K | Hold |
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|
2021
Q2 | $524K | Sell |
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|
2021
Q1 | $497K | Sell |
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|
2020
Q4 | $473K | Buy |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $420K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $403K | Buy |
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|
2019
Q1 | $362K | Buy |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $251K | Sell |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $229K | Hold |
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|
2017
Q1 | $221K | Hold |
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|
2016
Q4 | $217K | Buy |
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