Horan Securities’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 | $1.88M | Buy |
|
|||||
|
2025
Q1 | $1.74M | Buy |
|
|||||
|
2024
Q4 | $1.81M | Sell |
|
|||||
|
2024
Q3 | $3.29M | Buy |
|
|||||
|
2024
Q2 | $228K | Buy |
|
|||||
|
2024
Q1 | $235K | Sell |
|
|||||
|
2023
Q4 | $277K | Sell |
|
|||||
|
2023
Q3 | $524K | Sell |
|
|||||
|
2023
Q2 | $694K | Buy |
|
|||||
|
2023
Q1 | $665K | Buy |
|
|||||
|
2022
Q4 | $641K | Sell |
|
|||||
|
2022
Q3 | $595K | Buy |
|
|||||
|
2022
Q2 | $626K | Sell |
|
|||||
|
2022
Q1 | $792K | Sell |
|
|||||
|
2021
Q4 | $846K | Buy |
|
|||||
|
2021
Q2 | $811K | Sell |
|
|||||
|
2021
Q1 | $761K | Sell |
|
|||||
|
2020
Q4 | $716K | Buy |
|
|||||
|
2020
Q3 | $600K | Sell |
|
|||||
|
2020
Q2 | $564K | Sell |
|
|||||
|
2020
Q1 | $461K | Sell |
|
|||||
|
2019
Q4 | $674K | Sell |
|
|||||
|
2019
Q3 | $635K | Sell |
|
|||||
|
2019
Q2 | $643K | Sell |
|
|||||
|
2019
Q1 | $626K | Buy |
|
|||||
|
2018
Q4 | $564K | Sell |
|
|||||
|
2018
Q3 | $631K | Sell |
|
|||||
|
2018
Q2 | $693K | Sell |
|
|||||
|
2018
Q1 | $982K | Sell |
|
|||||
|
2017
Q4 | $1.08M | Sell |
|
|||||
|
2017
Q3 | $1M | Sell |
|
|||||
|
2017
Q2 | $1.49M | Sell |
|
|||||
|
2017
Q1 | $1.46M | Sell |
|
|||||
|
2016
Q4 | $4.81M | Buy |
|
|||||
|
2016
Q3 | $3.92M | Buy |
|
|||||
|
2016
Q2 | $3.4M | Buy |
|
|||||
|
2016
Q1 | $2.49M | Buy |
|