Hamilton Point Investment Advisors’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
Q3 | $170K | Buy |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $142K | Hold |
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|
2024
Q4 | $148K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $141K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $117K | Buy |
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