Joel Isaacson & Co’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 | $530K | Buy |
5,768
+8
| +0.1% | +$736 | 0.02% | 246 |
|
|
2025
Q1 | $490K | Buy |
5,760
+1,042
| +22% | +$88.6K | 0.02% | 240 |
|
|
2024
Q4 | $417K | Buy |
4,718
+11
| +0.2% | +$972 | 0.02% | 255 |
|
|
2024
Q3 | $415K | Buy |
4,707
+13
| +0.3% | +$1.15K | 0.02% | 245 |
|
|
2024
Q2 | $381K | Buy |
4,694
+133
| +3% | +$10.8K | 0.02% | 244 |
|
|
2024
Q1 | $384K | Buy |
4,561
+1,158
| +34% | +$97.4K | 0.02% | 241 |
|
|
2023
Q4 | $265K | Buy |
3,403
+26
| +0.8% | +$2.02K | 0.02% | 268 |
|
|
2023
Q3 | $234K | Sell |
3,377
-129
| -4% | -$8.93K | 0.02% | 275 |
|
|
2023
Q2 | $256K | Buy |
3,506
+8
| +0.2% | +$584 | 0.02% | 277 |
|
|
2023
Q1 | $245K | Buy |
3,498
+11
| +0.3% | +$769 | 0.02% | 281 |
|
|
2022
Q4 | $235K | Buy |
3,487
+30
| +0.9% | +$2.02K | 0.02% | 281 |
|
|
2022
Q3 | $215K | Sell |
3,457
-2,994
| -46% | -$186K | 0.02% | 272 |
|
|
2022
Q2 | $417K | Buy |
6,451
+3,003
| +87% | +$194K | 0.04% | 181 |
|
|
2022
Q1 | $263K | Buy |
3,448
+8
| +0.2% | +$610 | 0.02% | 271 |
|
|
2021
Q4 | $286K | Sell |
3,440
-32
| -0.9% | -$2.66K | 0.02% | 261 |
|
|
2021
Q3 | $272K | Buy |
3,472
+178
| +5% | +$13.9K | 0.02% | 259 |
|
|
2021
Q2 | $261K | Buy |
3,294
+13
| +0.4% | +$1.03K | 0.02% | 253 |
|
|
2021
Q1 | $243K | Hold |
3,281
| – | – | 0.02% | 236 |
|
|
2020
Q4 | $225K | Buy |
+3,281
| New | +$225K | 0.02% | 221 |
|
|
2017
Q1 | – | Sell |
-2,180
| Closed | -$97K | – | 350 |
|
|
2016
Q4 | $97K | Hold |
2,180
| – | – | 0.02% | 225 |
|
|
2016
Q3 | $95K | Hold |
2,180
| – | – | 0.02% | 242 |
|
|
2016
Q2 | $92K | Hold |
2,180
| – | – | 0.02% | 245 |
|
|
2016
Q1 | $89K | Buy |
2,180
+388
| +22% | +$15.8K | 0.02% | 250 |
|
|
2015
Q4 | $72K | Hold |
1,792
| – | – | 0.02% | 271 |
|
|
2015
Q3 | $70K | Hold |
1,792
| – | – | 0.02% | 273 |
|
|
2015
Q2 | $76K | Hold |
1,792
| – | – | 0.02% | 290 |
|
|
2015
Q1 | $78K | Hold |
1,792
| – | – | 0.02% | 294 |
|
|
2014
Q4 | $75K | Hold |
1,792
| – | – | 0.02% | 263 |
|
|
2014
Q3 | $71K | Hold |
1,792
| – | – | 0.02% | 252 |
|
|
2014
Q2 | $73K | Hold |
1,792
| – | – | 0.02% | 251 |
|
|
2014
Q1 | $69K | Hold |
1,792
| – | – | 0.02% | 249 |
|
|
2013
Q4 | $67K | Hold |
1,792
| – | – | 0.02% | 231 |
|
|
2013
Q3 | $62K | Hold |
1,792
| – | – | 0.03% | 233 |
|
|
2013
Q2 | $58K | Buy |
+1,792
| New | +$58K | 0.03% | 208 |
|