Klingman & Associates’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 | $1.34M | Hold |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $773K | Hold |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $655K | Hold |
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|
2022
Q3 | $604K | Hold |
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|
2022
Q2 | $628K | Hold |
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|
2022
Q1 | $758K | Hold |
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|
2021
Q4 | $806K | Hold |
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|
2021
Q3 | $760K | Sell |
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|
2021
Q2 | $771K | Buy |
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|
2021
Q1 | $714K | Hold |
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|
2020
Q4 | $662K | Buy |
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|
2020
Q3 | $544K | Hold |
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|
2020
Q2 | $508K | Hold |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $562K | Hold |
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|
2019
Q3 | $527K | Sell |
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|
2019
Q2 | $548K | Hold |
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|
2019
Q1 | $529K | Hold |
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|
2018
Q4 | $456K | Hold |
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|
2018
Q3 | $540K | Hold |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $527K | Hold |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $503K | Hold |
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|
2017
Q2 | $490K | Hold |
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|
2017
Q1 | $477K | Sell |
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|
2016
Q4 | $465K | Buy |
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|
2016
Q3 | $436K | Hold |
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|
2016
Q2 | $421K | Hold |
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|
2016
Q1 | $407K | Hold |
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|
2015
Q4 | $401K | Hold |
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|
2015
Q3 | $389K | Buy |
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|
2015
Q2 | $420K | Buy |
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|
2015
Q1 | $44K | Hold |
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|
2014
Q4 | $42K | Buy |
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