Legacy Advisors’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
Q2 | $224K | Sell |
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|
2025
Q1 | $19.6M | Buy |
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|
2024
Q4 | $20.2M | Sell |
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|
2024
Q3 | $20.4M | Sell |
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|
2024
Q2 | $18.9M | Buy |
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|
2024
Q1 | $19.2M | Sell |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $7.47M | Buy |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $432K | Hold |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $420K | Hold |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $333K | Hold |
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|
2020
Q2 | $311K | Hold |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $638K | Buy |
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|
2018
Q4 | $348K | Buy |
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|
2018
Q3 | $61K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $57K | Buy |
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