Leavell Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $966K | Buy |
9,938
+609
| +7% | +$60.8K | 0.04% | 313 |
|
|
2025
Q4 | $898K | Sell |
9,329
-280
| -3% | -$26.9K | 0.04% | 312 |
|
|
2025
Q3 | $928K | Sell |
9,609
-253
| -3% | -$24K | 0.04% | 311 |
|
|
2025
Q2 | $907K | Hold |
9,862
| – | – | 0.04% | 314 |
|
|
2025
Q1 | $839K | Hold |
9,862
| – | – | 0.04% | 301 |
|
|
2024
Q4 | $872K | Sell |
9,862
-100
| -1% | -$9.08K | 0.04% | 296 |
|
|
2024
Q3 | $878K | Buy |
9,962
+59
| +0.6% | +$4.97K | 0.04% | 308 |
|
|
2024
Q2 | $803K | Buy |
9,903
+85
| +0.9% | +$6.92K | 0.04% | 297 |
|
|
2024
Q1 | $826K | Sell |
9,818
-1,332
| -12% | -$106K | 0.05% | 291 |
|
|
2023
Q4 | $867K | Sell |
11,150
-119
| -1% | -$8.45K | 0.06% | 274 |
|
|
2023
Q3 | $784K | Buy |
11,269
+89
| +0.8% | +$6.49K | 0.05% | 277 |
|
|
2023
Q2 | $816K | Buy |
11,180
+250
| +2% | +$17.4K | 0.06% | 274 |
|
|
2023
Q1 | $764K | Buy |
10,930
+469
| +4% | +$33.1K | 0.05% | 279 |
|
|
2022
Q4 | $706K | Buy |
10,461
+4,134
| +65% | +$279K | 0.05% | 281 |
|
|
2022
Q3 | $393K | Buy |
6,327
+445
| +8% | +$30.6K | 0.03% | 337 |
|
|
2022
Q2 | $380K | Buy |
5,882
+375
| +7% | +$26.7K | 0.03% | 340 |
|
|
2022
Q1 | $430K | Buy |
5,507
+1,305
| +31% | +$100K | 0.03% | 332 |
|
|
2021
Q4 | $349K | Buy |
4,202
+175
| +4% | +$14.4K | 0.02% | 358 |
|
|
2021
Q3 | $315K | Buy |
4,027
+1,226
| +44% | +$98.2K | 0.02% | 343 |
|
|
2021
Q2 | $207K | Hold |
2,801
| – | – | 0.02% | 385 |
|
|
2021
Q1 | $207K | Buy |
+2,801
| New | +$202K | 0.02% | 385 |
|
|
2020
Q1 | – | Sell |
-3,429
| Closed | -$204K | – | 367 |
|
|
2019
Q4 | $204K | Buy |
+3,429
| New | +$197K | 0.02% | 380 |
|
Other funds holding IWR
