GW&K Investment 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
Q2 | $495K | Buy |
5,381
+248
| +5% | +$22.8K | ﹤0.01% | 341 |
|
|
2025
Q1 | $437K | Buy |
5,133
+853
| +20% | +$72.6K | ﹤0.01% | 348 |
|
|
2024
Q4 | $378K | Buy |
4,280
+1,494
| +54% | +$132K | ﹤0.01% | 346 |
|
|
2024
Q3 | $246K | Hold |
2,786
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $226K | Sell |
2,786
-50
| -2% | -$4.06K | ﹤0.01% | 350 |
|
|
2024
Q1 | $238K | Hold |
2,836
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $220K | Hold |
2,836
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $196K | Hold |
2,836
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $207K | Hold |
2,836
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $198K | Buy |
+2,836
| New | +$198K | ﹤0.01% | 330 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 829 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 391 |
|