Kanawha Capital Management’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 | $853K | Sell |
9,271
-120
| -1% | -$11K | 0.06% | 130 |
|
|
2025
Q1 | $799K | Buy |
9,391
+2,579
| +38% | +$219K | 0.06% | 133 |
|
|
2024
Q4 | $602K | Sell |
6,812
-45
| -0.7% | -$3.98K | 0.05% | 145 |
|
|
2024
Q3 | $604K | Sell |
6,857
-25
| -0.4% | -$2.2K | 0.04% | 153 |
|
|
2024
Q2 | $558K | Buy |
6,882
+194
| +3% | +$15.7K | 0.04% | 157 |
|
|
2024
Q1 | $562K | Hold |
6,688
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $520K | Sell |
6,688
-654
| -9% | -$50.8K | 0.05% | 145 |
|
|
2023
Q3 | $508K | Hold |
7,342
| – | – | 0.05% | 143 |
|
|
2023
Q2 | $536K | Sell |
7,342
-75
| -1% | -$5.48K | 0.05% | 142 |
|
|
2023
Q1 | $519K | Hold |
7,417
| – | – | 0.05% | 143 |
|
|
2022
Q4 | $500K | Sell |
7,417
-100
| -1% | -$6.74K | 0.05% | 147 |
|
|
2022
Q3 | $467K | Sell |
7,517
-100
| -1% | -$6.21K | 0.05% | 140 |
|
|
2022
Q2 | $493K | Sell |
7,617
-150
| -2% | -$9.71K | 0.05% | 141 |
|
|
2022
Q1 | $606K | Sell |
7,767
-100
| -1% | -$7.8K | 0.05% | 133 |
|
|
2021
Q4 | $653K | Hold |
7,867
| – | – | 0.06% | 132 |
|
|
2021
Q3 | $615K | Sell |
7,867
-175
| -2% | -$13.7K | 0.06% | 133 |
|
|
2021
Q2 | $637K | Hold |
8,042
| – | – | 0.06% | 131 |
|
|
2021
Q1 | $595K | Sell |
8,042
-50
| -0.6% | -$3.7K | 0.06% | 133 |
|
|
2020
Q4 | $555K | Hold |
8,092
| – | – | 0.06% | 131 |
|
|
2020
Q3 | $464K | Sell |
8,092
-1,267
| -14% | -$72.7K | 0.05% | 133 |
|
|
2020
Q2 | $502K | Sell |
9,359
-650
| -6% | -$34.9K | 0.06% | 129 |
|
|
2020
Q1 | $432K | Buy |
10,009
+1,956
| +24% | +$84.4K | 0.06% | 126 |
|
|
2019
Q4 | $480K | Buy |
8,053
+85
| +1% | +$5.07K | 0.06% | 141 |
|
|
2019
Q3 | $446K | Sell |
7,968
-60
| -0.7% | -$3.36K | 0.06% | 139 |
|
|
2019
Q2 | $449K | Sell |
8,028
-200
| -2% | -$11.2K | 0.06% | 137 |
|
|
2019
Q1 | $444K | Hold |
8,228
| – | – | 0.06% | 128 |
|
|
2018
Q4 | $382K | Sell |
8,228
-200
| -2% | -$9.29K | 0.06% | 133 |
|
|
2018
Q3 | $465K | Hold |
8,428
| – | – | 0.06% | 130 |
|
|
2018
Q2 | $447K | Hold |
8,428
| – | – | 0.07% | 125 |
|
|
2018
Q1 | $435K | Hold |
8,428
| – | – | 0.07% | 129 |
|
|
2017
Q4 | $439K | Sell |
8,428
-540
| -6% | -$28.1K | 0.06% | 126 |
|
|
2017
Q3 | $442K | Hold |
8,968
| – | – | 0.07% | 126 |
|
|
2017
Q2 | $431K | Hold |
8,968
| – | – | 0.07% | 131 |
|
|
2017
Q1 | $420K | Hold |
8,968
| – | – | 0.07% | 131 |
|
|
2016
Q4 | $401K | Hold |
8,968
| – | – | 0.07% | 128 |
|
|
2016
Q3 | $391K | Sell |
8,968
-1,600
| -15% | -$69.8K | 0.07% | 131 |
|
|
2016
Q2 | $444K | Hold |
10,568
| – | – | 0.07% | 122 |
|
|
2016
Q1 | $430K | Buy |
10,568
+256
| +2% | +$10.4K | 0.07% | 121 |
|
|
2015
Q4 | $413K | Buy |
10,312
+1,004
| +11% | +$40.2K | 0.07% | 119 |
|
|
2015
Q3 | $362K | Hold |
9,308
| – | – | 0.07% | 124 |
|
|
2015
Q2 | $396K | Hold |
9,308
| – | – | 0.07% | 125 |
|
|
2015
Q1 | $403K | Hold |
9,308
| – | – | 0.07% | 124 |
|
|
2014
Q4 | $389K | Hold |
9,308
| – | – | 0.07% | 127 |
|
|
2014
Q3 | $368K | Hold |
9,308
| – | – | 0.07% | 121 |
|
|
2014
Q2 | $378K | Hold |
9,308
| – | – | 0.07% | 119 |
|
|
2014
Q1 | $360K | Hold |
9,308
| – | – | 0.07% | 119 |
|
|
2013
Q4 | $349K | Sell |
9,308
-800
| -8% | -$30K | 0.07% | 118 |
|
|
2013
Q3 | $351K | Hold |
10,108
| – | – | 0.07% | 116 |
|
|
2013
Q2 | $328K | Buy |
+10,108
| New | +$328K | 0.07% | 116 |
|