Kovitz Investment Group Partners’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 | $4.5M | Sell |
48,913
-4,511
| -8% | -$415K | 0.02% | 464 |
|
|
2025
Q1 | $4.54M | Sell |
53,424
-3,143
| -6% | -$267K | 0.02% | 421 |
|
|
2024
Q4 | $5M | Buy |
56,567
+1,546
| +3% | +$137K | 0.02% | 401 |
|
|
2024
Q3 | $3.69M | Buy |
55,021
+11,000
| +25% | +$738K | 0.03% | 388 |
|
|
2024
Q2 | $3.57M | Buy |
44,021
+11,244
| +34% | +$912K | 0.03% | 340 |
|
|
2024
Q1 | $2.76M | Buy |
+32,777
| New | +$2.76M | 0.04% | 265 |
|