Joel Isaacson & Co’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
Q2 | $530K | Buy |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $225K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $97K | Hold |
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|
2016
Q3 | $95K | Hold |
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|
2016
Q2 | $92K | Hold |
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|
2016
Q1 | $89K | Buy |
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|
2015
Q4 | $72K | Hold |
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|
2015
Q3 | $70K | Hold |
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|
2015
Q2 | $76K | Hold |
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|
2015
Q1 | $78K | Hold |
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|
2014
Q4 | $75K | Hold |
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|
2014
Q3 | $71K | Hold |
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|
2014
Q2 | $73K | Hold |
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|
2014
Q1 | $69K | Hold |
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|
2013
Q4 | $67K | Hold |
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|
2013
Q3 | $62K | Hold |
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|
2013
Q2 | $58K | Buy |
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