Ironwood Financial’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 | $811K | Sell |
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|
2025
Q2 | $820K | Hold |
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|
2025
Q1 | $820K | Hold |
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|
2024
Q4 | $852K | Hold |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $805K | Buy |
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|
2024
Q1 | $835K | Buy |
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|
2023
Q4 | $772K | Buy |
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|
2023
Q3 | $687K | Hold |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $694K | Buy |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | $183K | Sell |
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|
2020
Q2 | $191K | Buy |
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|
2020
Q1 | $154K | Sell |
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|
2019
Q4 | $360K | Buy |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $338K | Buy |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $100K | Hold |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $98K | Hold |
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|
2017
Q3 | $93K | Hold |
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|
2017
Q2 | $91K | Hold |
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|
2017
Q1 | $88K | Hold |
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|
2016
Q4 | $84K | Hold |
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|
2016
Q3 | $82K | Hold |
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|
2016
Q2 | $79K | Sell |
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|
2016
Q1 | $70K | Buy |
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|
2015
Q3 | $733K | Sell |
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|
2015
Q2 | $808K | Sell |
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|
2015
Q1 | $846K | Sell |
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|
2014
Q4 | $825K | Buy |
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