IFP 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 | $1.02M | Sell |
10,515
-647
| -6% | -$64.6K | 0.02% | 677 |
|
|
2025
Q4 | $1.07M | Buy |
11,162
+70
| +0.6% | +$6.73K | 0.02% | 631 |
|
|
2025
Q3 | $1.07M | Buy |
11,092
+932
| +9% | +$88.3K | 0.03% | 576 |
|
|
2025
Q2 | $934K | Buy |
10,160
+1,675
| +20% | +$145K | 0.03% | 602 |
|
|
2025
Q1 | $722K | Buy |
8,485
+626
| +8% | +$55.8K | 0.02% | 641 |
|
|
2024
Q4 | $695K | Buy |
7,859
+5,372
| +216% | +$488K | 0.02% | 625 |
|
|
2024
Q3 | $219K | Buy |
2,487
+967
| +64% | +$81.5K | 0.01% | 1045 |
|
|
2024
Q2 | $123K | Buy |
1,520
+2
| +0.1% | +$163 | ﹤0.01% | 1272 |
|
|
2024
Q1 | $128K | Buy |
1,518
+179
| +13% | +$14.2K | 0.01% | 1190 |
|
|
2023
Q4 | $104K | Sell |
1,339
-385
| -22% | -$27.4K | ﹤0.01% | 1225 |
|
|
2023
Q3 | $119K | Sell |
1,724
-72
| -4% | -$5.25K | 0.01% | 1178 |
|
|
2023
Q2 | $131K | Sell |
1,796
-639
| -26% | -$44.4K | 0.01% | 1199 |
|
|
2023
Q1 | $518K | Sell |
2,435
-3,736
| -61% | -$264K | 0.02% | 596 |
|
|
2022
Q4 | $1.31M | Sell |
6,171
-422
| -6% | -$28.5K | 0.04% | 518 |
|
|
2022
Q3 | $1.46M | Buy |
6,593
+345
| +6% | +$23.7K | 0.04% | 504 |
|
|
2022
Q2 | $1.38M | Hold |
6,248
| – | – | 0.04% | 475 |
|
|
2022
Q1 | $1.38M | Sell |
6,248
-4,319
| -41% | -$332K | 0.04% | 475 |
|
|
2021
Q4 | $881K | Buy |
10,567
+1,824
| +21% | +$150K | 0.02% | 437 |
|
|
2021
Q3 | $684K | Sell |
8,743
-1
| -0% | -$80 | 0.01% | 498 |
|
|
2021
Q2 | $692K | Buy |
8,744
+2,507
| +40% | +$194K | 0.01% | 457 |
|
|
2021
Q1 | $459K | Buy |
6,237
+4,924
| +375% | +$356K | 0.01% | 551 |
|
|
2020
Q4 | $89K | Buy |
1,313
+235
| +22% | +$15K | ﹤0.01% | 1189 |
|
|
2020
Q3 | $62K | Buy |
1,078
+120
| +13% | +$6.83K | ﹤0.01% | 1211 |
|
|
2020
Q2 | $51K | Sell |
958
-93
| -9% | -$4.66K | ﹤0.01% | 1210 |
|
|
2020
Q1 | $47K | Sell |
1,051
-1,860
| -64% | -$102K | ﹤0.01% | 1147 |
|
|
2019
Q4 | $175K | Sell |
2,911
-4,324
| -60% | -$248K | 0.01% | 715 |
|
|
2019
Q3 | $402K | Buy |
+7,235
| New | +$404K | 0.03% | 547 |
|
|
2019
Q1 | $1.61M | Sell |
29,779
-12,942
| -30% | -$670K | 0.22% | 97 |
|
|
2018
Q4 | $1.97M | Sell |
42,721
-10,679
| -20% | -$539K | 0.12% | 193 |
|
|
2018
Q3 | $2.94M | Buy |
53,400
+296
| +0.6% | +$16.2K | 0.12% | 193 |
|
|
2018
Q2 | $2.82M | Buy |
53,104
+19,788
| +59% | +$1.04M | 0.12% | 196 |
|
|
2018
Q1 | $1.73M | Hold |
33,316
| – | – | 0.08% | 259 |
|
|
2017
Q4 | $1.73M | Sell |
33,316
-1,216
| -4% | -$61.7K | 0.08% | 259 |
|
|
2017
Q3 | $1.7M | Buy |
34,532
+1,192
| +4% | +$57.5K | 0.07% | 302 |
|
|
2017
Q2 | $1.6M | Buy |
33,340
+3,404
| +11% | +$161K | 0.07% | 308 |
|
|
2017
Q1 | $1.4M | Sell |
29,936
-3,652
| -11% | -$169K | 0.06% | 337 |
|
|
2016
Q4 | $1.5M | Buy |
33,588
+3,608
| +12% | +$158K | 0.07% | 297 |
|
|
2016
Q3 | $1.31M | Buy |
29,980
+1,740
| +6% | +$75.4K | 0.07% | 303 |
|
|
2016
Q2 | $1.19M | Sell |
28,240
-90,876
| -76% | -$3.75M | 0.07% | 321 |
|
|
2016
Q1 | $1.61M | Buy |
119,116
+87,432
| +276% | +$3.33M | 0.22% | 97 |
|
|
2015
Q4 | $1.27M | Buy |
+31,684
| New | +$1.29M | 0.09% | 252 |
|
Other funds holding IWR
