Glen Eagle 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 | $119K | Hold |
1,292
| – | – | 0.02% | 298 |
|
|
2025
Q1 | $110K | Hold |
1,292
| – | – | 0.02% | 303 |
|
|
2024
Q4 | $114K | Hold |
1,292
| – | – | 0.02% | 293 |
|
|
2024
Q3 | $114K | Hold |
1,292
| – | – | 0.02% | 300 |
|
|
2024
Q2 | $105K | Sell |
1,292
-16
| -1% | -$1.3K | 0.02% | 299 |
|
|
2024
Q1 | $110K | Buy |
1,308
+16
| +1% | +$1.35K | 0.02% | 295 |
|
|
2023
Q4 | $100K | Hold |
1,292
| – | – | 0.02% | 295 |
|
|
2023
Q3 | $89.5K | Hold |
1,292
| – | – | 0.02% | 303 |
|
|
2023
Q2 | $94.4K | Hold |
1,292
| – | – | 0.02% | 293 |
|
|
2023
Q1 | $90.3K | Hold |
1,292
| – | – | 0.02% | 298 |
|
|
2022
Q4 | $87.1K | Hold |
1,292
| – | – | 0.02% | 290 |
|
|
2022
Q3 | $80.3K | Buy |
1,292
+275
| +27% | +$17.1K | 0.02% | 289 |
|
|
2022
Q2 | $65.8K | Hold |
1,017
| – | – | 0.02% | 328 |
|
|
2022
Q1 | $79.4K | Hold |
1,017
| – | – | 0.02% | 311 |
|
|
2021
Q4 | $84.4K | Buy |
1,017
+85
| +9% | +$7.06K | 0.02% | 303 |
|
|
2021
Q3 | $72.9K | Hold |
932
| – | – | 0.02% | 319 |
|
|
2021
Q2 | $73.9K | Buy |
932
+532
| +133% | +$42.2K | 0.02% | 310 |
|
|
2021
Q1 | $29.6K | Hold |
400
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $27.4K | Hold |
400
| – | – | 0.01% | 435 |
|
|
2020
Q3 | $23K | Sell |
400
-108
| -21% | -$6.2K | 0.01% | 439 |
|
|
2020
Q2 | $27.2K | Sell |
508
-566
| -53% | -$30.3K | 0.01% | 385 |
|
|
2020
Q1 | $46.4K | Buy |
1,074
+3
| +0.3% | +$129 | 0.03% | 269 |
|
|
2019
Q4 | $63.9K | Buy |
1,071
+2
| +0.2% | +$119 | 0.03% | 287 |
|
|
2019
Q3 | $59.8K | Buy |
1,069
+2
| +0.2% | +$112 | 0.04% | 263 |
|
|
2019
Q2 | $59.6K | Hold |
1,067
| – | – | 0.04% | 259 |
|
|
2019
Q1 | $57.6K | Hold |
1,067
| – | – | 0.04% | 256 |
|
|
2018
Q4 | $49.6K | Sell |
1,067
-93
| -8% | -$4.32K | 0.04% | 243 |
|
|
2018
Q3 | $63.9K | Hold |
1,160
| – | – | 0.05% | 239 |
|
|
2018
Q2 | $61.5K | Hold |
1,160
| – | – | 0.05% | 239 |
|
|
2018
Q1 | $59.8K | Hold |
1,160
| – | – | 0.05% | 233 |
|
|
2017
Q4 | $60.3K | Hold |
1,160
| – | – | 0.05% | 230 |
|
|
2017
Q3 | $57.1K | Sell |
1,160
-560
| -33% | -$27.6K | 0.05% | 228 |
|
|
2017
Q2 | $82.5K | Buy |
1,720
+400
| +30% | +$19.2K | 0.07% | 181 |
|
|
2017
Q1 | $61.7K | Hold |
1,320
| – | – | 0.05% | 188 |
|
|
2016
Q4 | $59K | Buy |
+1,320
| New | +$59K | 0.05% | 185 |
|