Holt Capital Partners’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 | $298K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $211K | Buy |
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