HT 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 | $2.6M | Hold |
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|
2025
Q2 | $2.48M | Hold |
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|
2025
Q1 | $2.29M | Hold |
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|
2024
Q4 | $2.38M | Hold |
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|
2024
Q3 | $2.38M | Hold |
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|
2024
Q2 | $2.19M | Hold |
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|
2024
Q1 | $2.27M | Hold |
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|
2023
Q4 | $2.1M | Hold |
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|
2023
Q3 | $1.87M | Hold |
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|
2023
Q2 | $1.97M | Hold |
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|
2023
Q1 | $1.88M | Hold |
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|
2022
Q4 | $1.82M | Hold |
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|
2022
Q3 | $1.68M | Hold |
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|
2022
Q2 | $1.74M | Hold |
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|
2022
Q1 | $2.1M | Hold |
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|
2021
Q4 | $2.24M | Hold |
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|
2021
Q3 | $2.11M | Hold |
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|
2021
Q2 | $2.14M | Hold |
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|
2021
Q1 | $1.99M | Hold |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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