Grandfield & Dodd’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
$250K Buy
2,713
+38
+1% +$3.5K 0.01% 196
2025
Q1
$228K Buy
+2,675
New +$228K 0.01% 192
2024
Q4
Sell
-2,675
Closed -$236K 208
2024
Q3
$236K Buy
+2,675
New +$236K 0.01% 198