Howland Capital Management’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 | $330K | Sell |
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|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $477K | Buy |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $451K | Sell |
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|
2020
Q4 | $435K | Sell |
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|
2020
Q3 | $365K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $207K | Sell |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $271K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $263K | Hold |
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|
2015
Q1 | $267K | Hold |
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|
2014
Q4 | $258K | Hold |
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|
2014
Q3 | $244K | Hold |
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|
2014
Q2 | $251K | Hold |
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|
2014
Q1 | $239K | Hold |
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|
2013
Q4 | $231K | Hold |
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|
2013
Q3 | $215K | Buy |
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