IFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Sell |
15,933
-359
| -2% | -$35.9K | 0.25% | 47 |
|
|
2025
Q4 | $1.57M | Buy |
16,292
+1,028
| +7% | +$98.8K | 0.26% | 47 |
|
|
2025
Q3 | $1.47M | Buy |
15,264
+215
| +1% | +$20.4K | 0.24% | 45 |
|
|
2025
Q2 | $1.38M | Sell |
15,049
-1,000
| -6% | -$86.4K | 0.23% | 48 |
|
|
2025
Q1 | $1.37M | Buy |
16,049
+57
| +0.4% | +$5.08K | 0.26% | 47 |
|
|
2024
Q4 | $1.41M | Buy |
15,992
+110
| +0.7% | +$9.98K | 0.28% | 44 |
|
|
2024
Q3 | $1.4M | Buy |
15,882
+270
| +2% | +$22.7K | 0.3% | 41 |
|
|
2024
Q2 | $1.27M | Buy |
15,612
+281
| +2% | +$22.9K | 0.3% | 42 |
|
|
2024
Q1 | $1.29M | Buy |
15,331
+39
| +0.3% | +$3.09K | 0.33% | 37 |
|
|
2023
Q4 | $1.19M | Sell |
15,292
-259
| -2% | -$18.4K | 0.35% | 34 |
|
|
2023
Q3 | $1.08M | Hold |
15,551
| – | – | 0.38% | 33 |
|
|
2023
Q2 | $1.14M | Buy |
15,551
+40
| +0.3% | +$2.78K | 0.4% | 32 |
|
|
2023
Q1 | $1.08M | Buy |
15,511
+58
| +0.4% | +$4.09K | 0.43% | 30 |
|
|
2022
Q4 | $1.04M | Buy |
15,453
+36
| +0.2% | +$2.43K | 0.46% | 30 |
|
|
2022
Q3 | $958K | Buy |
15,417
+117
| +0.8% | +$8.05K | 0.49% | 29 |
|
|
2022
Q2 | $989K | Buy |
15,300
+49
| +0.3% | +$3.49K | 0.5% | 28 |
|
|
2022
Q1 | $1.19M | Buy |
15,251
+42
| +0.3% | +$3.23K | 0.53% | 28 |
|
|
2021
Q4 | $1.26M | Buy |
15,209
+100
| +0.7% | +$8.21K | 0.54% | 26 |
|
|
2021
Q3 | $1.18M | Hold |
15,109
| – | – | 0.54% | 30 |
|
|
2021
Q2 | $1.2M | Buy |
15,109
+69
| +0.5% | +$5.35K | 0.57% | 24 |
|
|
2021
Q1 | $1.11M | Hold |
15,040
| – | – | 0.61% | 18 |
|
|
2020
Q4 | $1.03M | Sell |
15,040
-113
| -0.7% | -$7.2K | 0.64% | 17 |
|
|
2020
Q3 | $871K | Buy |
15,153
+56
| +0.4% | +$3.19K | 0.62% | 17 |
|
|
2020
Q2 | $809K | Buy |
15,097
+141
| +0.9% | +$7.07K | 0.64% | 18 |
|
|
2020
Q1 | $646K | Hold |
14,956
| – | – | 0.64% | 20 |
|
|
2019
Q4 | $892K | Sell |
14,956
-450
| -3% | -$25.8K | 0.74% | 18 |
|
|
2019
Q3 | $862K | Buy |
+15,406
| New | +$861K | 0.8% | 18 |
|
Other funds holding IWR
