IAM
Iridian Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-72,500
| Closed | -$6.41M | – | 46 |
|
|
2024
Q4 | $6.41M | Buy |
+72,500
| New | +$6.41M | 1.71% | 19 |
|
|
2024
Q1 | – | Sell |
-53,656
| Closed | -$4.17M | – | 56 |
|
|
2023
Q4 | $4.17M | Buy |
+53,656
| New | +$4.17M | 0.76% | 32 |
|
|
2022
Q1 | – | Sell |
-25,222
| Closed | -$2.09M | – | 54 |
|
|
2021
Q4 | $2.09M | Buy |
+25,222
| New | +$2.09M | 0.13% | 47 |
|
|
2021
Q2 | – | Sell |
-92,235
| Closed | -$6.82M | – | 106 |
|
|
2021
Q1 | $6.82M | Buy |
92,235
+15,233
| +20% | +$1.13M | 0.12% | 55 |
|
|
2020
Q4 | $5.28M | Buy |
77,002
+16,727
| +28% | +$1.15M | 0.1% | 52 |
|
|
2020
Q3 | $3.46M | Sell |
60,275
-7,048
| -10% | -$404K | 0.08% | 46 |
|
|
2020
Q2 | $3.61M | Hold |
67,323
| – | – | 0.08% | 44 |
|
|
2020
Q1 | $2.91M | Buy |
67,323
+10,583
| +19% | +$457K | 0.07% | 46 |
|
|
2019
Q4 | $3.38M | Buy |
56,740
+30,792
| +119% | +$1.84M | 0.06% | 51 |
|
|
2019
Q3 | $1.45M | Buy |
25,948
+2,200
| +9% | +$123K | 0.02% | 52 |
|
|
2019
Q2 | $1.33M | Sell |
23,748
-17,402
| -42% | -$972K | 0.02% | 55 |
|
|
2019
Q1 | $2.22M | Sell |
41,150
-157,508
| -79% | -$8.5M | 0.03% | 52 |
|
|
2018
Q4 | $9.23M | Buy |
198,658
+190,296
| +2,276% | +$8.85M | 0.12% | 46 |
|
|
2018
Q3 | $1.84M | Hold |
8,362
| – | – | 0.02% | 55 |
|
|
2018
Q2 | $1.77M | Hold |
8,362
| – | – | 0.02% | 62 |
|
|
2018
Q1 | $1.73M | Sell |
8,362
-8,950
| -52% | -$1.85M | 0.02% | 60 |
|
|
2017
Q4 | $3.6M | Buy |
17,312
+9,942
| +135% | +$2.07M | 0.03% | 56 |
|
|
2017
Q3 | $1.45M | Hold |
7,370
| – | – | 0.01% | 61 |
|
|
2017
Q2 | $1.42M | Hold |
7,370
| – | – | 0.01% | 68 |
|
|
2017
Q1 | $1.38M | Sell |
7,370
-31,855
| -81% | -$5.96M | 0.01% | 66 |
|
|
2016
Q4 | $7.02M | Buy |
+39,225
| New | +$7.02M | 0.06% | 54 |
|