Johnson Investment Counsel’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 | $258M | Buy |
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|
2025
Q2 | $240M | Buy |
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|
2025
Q1 | $220M | Buy |
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|
2024
Q4 | $223M | Buy |
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|
2024
Q3 | $214M | Buy |
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|
2024
Q2 | $191M | Buy |
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|
2024
Q1 | $187M | Buy |
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|
2023
Q4 | $158M | Buy |
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|
2023
Q3 | $132M | Buy |
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|
2023
Q2 | $134M | Buy |
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|
2023
Q1 | $124M | Buy |
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|
2022
Q4 | $119M | Sell |
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|
2022
Q3 | $113M | Buy |
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|
2022
Q2 | $117M | Buy |
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|
2022
Q1 | $139M | Buy |
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|
2021
Q4 | $143M | Buy |
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|
2021
Q3 | $132M | Buy |
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|
2021
Q2 | $130M | Buy |
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|
2021
Q1 | $118M | Buy |
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|
2020
Q4 | $101M | Buy |
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|
2020
Q3 | $81.7M | Buy |
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|
2020
Q2 | $75.5M | Buy |
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|
2020
Q1 | $60.1M | Sell |
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|
2019
Q4 | $89.1M | Buy |
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|
2019
Q3 | $82.2M | Buy |
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|
2019
Q2 | $78.4M | Buy |
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|
2019
Q1 | $72.1M | Buy |
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|
2018
Q4 | $57.9M | Buy |
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|
2018
Q3 | $58.6M | Buy |
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|
2018
Q2 | $49.5M | Buy |
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|
2018
Q1 | $39.9M | Buy |
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|
2017
Q4 | $36.9M | Buy |
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|
2017
Q3 | $30.5M | Sell |
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|
2017
Q2 | $29.8M | Buy |
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|
2017
Q1 | $28.9M | Buy |
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|
2016
Q4 | $27.6M | Buy |
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|
2016
Q3 | $26.7M | Sell |
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|
2016
Q2 | $25.8M | Buy |
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|
2016
Q1 | $24.5M | Sell |
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|
2015
Q4 | $24.4M | Buy |
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|
2015
Q3 | $22.8M | Buy |
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|
2015
Q2 | $24.8M | Buy |
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|
2015
Q1 | $24.9M | Sell |
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|
2014
Q4 | $24.5M | Sell |
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|
2014
Q3 | $23.5M | Sell |
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|
2014
Q2 | $24.3M | Buy |
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|
2014
Q1 | $23.1M | Sell |
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|
2013
Q4 | $22.8M | Sell |
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|
2013
Q3 | $21.2M | Buy |
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|
2013
Q2 | $19.7M | Buy |
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