Harbor Investment Advisory’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 | $1.03M | Hold |
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|
2025
Q2 | $982K | Hold |
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|
2025
Q1 | $908K | Hold |
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|
2024
Q4 | $943K | Hold |
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|
2024
Q3 | $941K | Hold |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $952K | Hold |
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|
2023
Q4 | $880K | Hold |
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|
2023
Q3 | $784K | Hold |
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|
2023
Q2 | $826K | Hold |
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|
2023
Q1 | $791K | Hold |
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|
2022
Q4 | $763K | Hold |
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|
2022
Q3 | $703K | Hold |
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|
2022
Q2 | $732K | Sell |
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|
2022
Q1 | $925K | Buy |
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|
2021
Q4 | $973K | Hold |
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|
2021
Q3 | $917K | Hold |
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|
2021
Q2 | $929K | Hold |
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|
2021
Q1 | $867K | Sell |
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|
2020
Q4 | $804K | Hold |
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|
2020
Q3 | $673K | Hold |
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|
2020
Q2 | $628K | Hold |
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|
2020
Q1 | $506K | Hold |
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|
2019
Q4 | $699K | Buy |
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