Fort Washington Investment Advisors’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 | $547K | Sell |
5,945
-275
| -4% | -$25.3K | ﹤0.01% | 310 |
|
|
2025
Q1 | $529K | Sell |
6,220
-150
| -2% | -$12.8K | ﹤0.01% | 313 |
|
|
2024
Q4 | $563K | Hold |
6,370
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $561K | Hold |
6,370
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $516K | Hold |
6,370
| – | – | ﹤0.01% | 326 |
|
|
2024
Q1 | $536K | Hold |
6,370
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $495K | Hold |
6,370
| – | – | ﹤0.01% | 316 |
|
|
2023
Q3 | $441K | Hold |
6,370
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $465K | Hold |
6,370
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $445K | Hold |
6,370
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $430K | Sell |
6,370
-503
| -7% | -$34K | ﹤0.01% | 322 |
|
|
2022
Q3 | $427K | Hold |
6,873
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $444K | Hold |
6,873
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $536K | Hold |
6,873
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $571K | Hold |
6,873
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $538K | Buy |
6,873
+2,000
| +41% | +$157K | ﹤0.01% | 382 |
|
|
2021
Q2 | $386K | Buy |
4,873
+1,350
| +38% | +$107K | ﹤0.01% | 425 |
|
|
2021
Q1 | $260K | Hold |
3,523
| – | – | ﹤0.01% | 463 |
|
|
2020
Q4 | $242K | Buy |
+3,523
| New | +$242K | ﹤0.01% | 469 |
|