HBK Sorce 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 | $1.59M | Sell |
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|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $4.1M | Buy |
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|
2023
Q1 | $3.47M | Sell |
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|
2022
Q4 | $8.26M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $3.28M | Sell |
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|
2021
Q3 | $3.82M | Sell |
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|
2021
Q2 | $3.88M | Sell |
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|
2021
Q1 | $3.64M | Sell |
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|
2020
Q4 | $3.57M | Sell |
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|
2020
Q3 | $3.26M | Sell |
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|
2020
Q2 | $4.94M | Buy |
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|
2020
Q1 | $545K | Buy |
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|
2019
Q4 | $742K | Sell |
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|
2019
Q3 | $707K | Sell |
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|
2019
Q2 | $729K | Buy |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $732K | Sell |
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|
2018
Q2 | $714K | Sell |
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|
2018
Q1 | $709K | Buy |
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|
2017
Q4 | $600K | Buy |
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|
2017
Q3 | $468K | Sell |
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|
2017
Q2 | $537K | Buy |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $495K | Buy |
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|
2016
Q3 | $426K | Buy |
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|
2016
Q2 | $396K | Hold |
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|
2016
Q1 | $384K | Sell |
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|
2015
Q4 | $433K | Sell |
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|
2015
Q3 | $444K | Sell |
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|
2015
Q2 | $516K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $527K | Sell |
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|
2014
Q3 | $613K | Sell |
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|
2014
Q2 | $665K | Sell |
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|
2014
Q1 | $778K | Buy |
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|
2013
Q4 | $663K | Sell |
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|
2013
Q3 | $633K | Sell |
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|
2013
Q2 | $1.21M | Buy |
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