HT Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Hold |
26,956
| – | – | 0.76% | 16 |
|
|
2025
Q1 | $2.29M | Hold |
26,956
| – | – | 0.79% | 15 |
|
|
2024
Q4 | $2.38M | Hold |
26,956
| – | – | 0.81% | 16 |
|
|
2024
Q3 | $2.38M | Hold |
26,956
| – | – | 0.84% | 13 |
|
|
2024
Q2 | $2.19M | Hold |
26,956
| – | – | 0.77% | 15 |
|
|
2024
Q1 | $2.27M | Hold |
26,956
| – | – | 0.82% | 12 |
|
|
2023
Q4 | $2.1M | Hold |
26,956
| – | – | 0.84% | 14 |
|
|
2023
Q3 | $1.87M | Hold |
26,956
| – | – | 0.56% | 18 |
|
|
2023
Q2 | $1.97M | Hold |
26,956
| – | – | 0.57% | 18 |
|
|
2023
Q1 | $1.88M | Hold |
26,956
| – | – | 0.56% | 18 |
|
|
2022
Q4 | $1.82M | Hold |
26,956
| – | – | 0.6% | 16 |
|
|
2022
Q3 | $1.68M | Hold |
26,956
| – | – | 0.72% | 13 |
|
|
2022
Q2 | $1.74M | Hold |
26,956
| – | – | 0.69% | 13 |
|
|
2022
Q1 | $2.1M | Hold |
26,956
| – | – | 0.65% | 17 |
|
|
2021
Q4 | $2.24M | Hold |
26,956
| – | – | 0.65% | 16 |
|
|
2021
Q3 | $2.11M | Hold |
26,956
| – | – | 0.64% | 16 |
|
|
2021
Q2 | $2.14M | Hold |
26,956
| – | – | 0.66% | 16 |
|
|
2021
Q1 | $1.99M | Hold |
26,956
| – | – | 0.66% | 16 |
|
|
2020
Q4 | $1.85M | Buy |
26,956
+23,440
| +667% | +$1.61M | 0.62% | 16 |
|
|
2020
Q3 | $202K | Buy |
+3,516
| New | +$202K | 0.08% | 35 |
|
|
2020
Q1 | – | Sell |
-3,516
| Closed | -$210K | – | 29 |
|
|
2019
Q4 | $210K | Buy |
+3,516
| New | +$210K | 0.08% | 33 |
|