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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $928K | Sell |
|
|||||
|
2025
Q2 | $907K | Hold |
|
|||||
|
2025
Q1 | $839K | Hold |
|
|||||
|
2024
Q4 | $872K | Sell |
|
|||||
|
2024
Q3 | $878K | Buy |
|
|||||
|
2024
Q2 | $803K | Buy |
|
|||||
|
2024
Q1 | $826K | Sell |
|
|||||
|
2023
Q4 | $867K | Sell |
|
|||||
|
2023
Q3 | $784K | Buy |
|
|||||
|
2023
Q2 | $816K | Buy |
|
|||||
|
2023
Q1 | $764K | Buy |
|
|||||
|
2022
Q4 | $706K | Buy |
|
|||||
|
2022
Q3 | $393K | Buy |
|
|||||
|
2022
Q2 | $380K | Buy |
|
|||||
|
2022
Q1 | $430K | Buy |
|
|||||
|
2021
Q4 | $349K | Buy |
|
|||||
|
2021
Q3 | $315K | Buy |
|
|||||
|
2021
Q2 | $207K | Hold |
|
|||||
|
2021
Q1 | $207K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $204K | Buy |
|