Hirtle Callaghan & Co’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
Q2 | $473K | Hold |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $453K | Hold |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $5.04M | Sell |
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|
2022
Q1 | $7.14M | Buy |
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|
2021
Q4 | $5.32M | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Hold |
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|
2016
Q3 | $12K | Hold |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $11K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.21M | Hold |
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|
2014
Q2 | $1.24M | Buy |
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|
2014
Q1 | $671K | Hold |
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|
2013
Q4 | $650K | Buy |
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|
2013
Q3 | $348K | Buy |
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