Hunter Associates Investment Management’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 | $656K | Buy |
7,142
+2
| +0% | +$184 | 0.1% | 163 |
|
|
2025
Q1 | $608K | Buy |
7,140
+1
| +0% | +$85 | 0.09% | 158 |
|
|
2024
Q4 | $632K | Buy |
7,139
+2
| +0% | +$177 | 0.1% | 156 |
|
|
2024
Q3 | $627K | Sell |
7,137
-657
| -8% | -$57.7K | 0.1% | 155 |
|
|
2024
Q2 | $632K | Sell |
7,794
-299
| -4% | -$24.2K | 0.11% | 154 |
|
|
2024
Q1 | $680K | Sell |
8,093
-217
| -3% | -$18.2K | 0.11% | 153 |
|
|
2023
Q4 | $648K | Sell |
8,310
-46,054
| -85% | -$3.59M | 0.12% | 156 |
|
|
2023
Q3 | $3.76M | Buy |
54,364
+3,298
| +6% | +$228K | 0.76% | 34 |
|
|
2023
Q2 | $3.74M | Buy |
51,066
+12,350
| +32% | +$904K | 0.73% | 35 |
|
|
2023
Q1 | $2.71M | Buy |
38,716
+20,711
| +115% | +$1.45M | 0.58% | 45 |
|
|
2022
Q4 | $1.22M | Buy |
18,005
+6,399
| +55% | +$433K | 0.29% | 82 |
|
|
2022
Q3 | $722K | Buy |
11,606
+6,721
| +138% | +$418K | 0.19% | 100 |
|
|
2022
Q2 | $317K | Buy |
+4,885
| New | +$317K | 0.08% | 163 |
|