Fuller & Thaler Asset Management’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
Q1 | – | Sell |
-1,860
| Closed | -$164K | – | 622 |
|
|
2024
Q4 | $164K | Buy |
+1,860
| New | +$164K | ﹤0.01% | 520 |
|
|
2024
Q1 | – | Sell |
-2,255
| Closed | -$175K | – | 553 |
|
|
2023
Q4 | $175K | Buy |
+2,255
| New | +$175K | ﹤0.01% | 441 |
|
|
2023
Q1 | – | Sell |
-7,080
| Closed | -$478K | – | 529 |
|
|
2022
Q4 | $478K | Buy |
+7,080
| New | +$478K | ﹤0.01% | 381 |
|
|
2022
Q1 | – | Sell |
-7,683
| Closed | -$638K | – | 513 |
|
|
2021
Q4 | $638K | Buy |
+7,683
| New | +$638K | ﹤0.01% | 414 |
|
|
2021
Q1 | – | Sell |
-2,600
| Closed | -$178K | – | 548 |
|
|
2020
Q4 | $178K | Buy |
+2,600
| New | +$178K | ﹤0.01% | 442 |
|