Fund Evaluation Group’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
Q2 | $13.8M | Sell |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $1.68M | Sell |
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|
2018
Q4 | $3.49M | Sell |
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|
2018
Q3 | $9.98M | Buy |
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|
2018
Q2 | $2.1M | Sell |
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|
2018
Q1 | $2.1M | Sell |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $2.04M | Sell |
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|
2017
Q2 | $5.76M | Buy |
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|
2017
Q1 | $2.04M | Sell |
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|
2016
Q4 | $2.14M | Sell |
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|
2016
Q3 | $2.13M | Sell |
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|
2016
Q2 | $2.73M | Sell |
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|
2016
Q1 | $9.62M | Sell |
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|
2015
Q4 | $88.5M | Sell |
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|
2015
Q3 | $91.6M | Sell |
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|
2015
Q2 | $125M | Sell |
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|
2015
Q1 | $148M | Buy |
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|
2014
Q4 | $138M | Buy |
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|
2014
Q3 | $121M | Buy |
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|
2014
Q2 | $114M | Buy |
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|
2014
Q1 | $105M | Sell |
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|
2013
Q4 | $106M | Sell |
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|
2013
Q3 | $100M | Sell |
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|
2013
Q2 | $148M | Buy |
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