Lowe Brockenbrough & Co’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 | $1.58M | Sell |
17,148
-35
| -0.2% | -$3.22K | 0.09% | 136 |
|
|
2025
Q1 | $1.46M | Hold |
17,183
| – | – | 0.1% | 141 |
|
|
2024
Q4 | $1.52M | Sell |
17,183
-625
| -4% | -$55.3K | 0.1% | 136 |
|
|
2024
Q3 | $1.57M | Sell |
17,808
-1,123
| -6% | -$99K | 0.1% | 139 |
|
|
2024
Q2 | $1.53M | Sell |
18,931
-2,211
| -10% | -$179K | 0.1% | 140 |
|
|
2024
Q1 | $1.78M | Sell |
21,142
-300
| -1% | -$25.2K | 0.12% | 136 |
|
|
2023
Q4 | $1.67M | Hold |
21,442
| – | – | 0.13% | 130 |
|
|
2023
Q3 | $1.49M | Hold |
21,442
| – | – | 0.12% | 145 |
|
|
2023
Q2 | $1.57M | Hold |
21,442
| – | – | 0.12% | 138 |
|
|
2023
Q1 | $1.5M | Buy |
21,442
+3,270
| +18% | +$229K | 0.12% | 141 |
|
|
2022
Q4 | $1.23M | Buy |
18,172
+950
| +6% | +$64.1K | 0.11% | 161 |
|
|
2022
Q3 | $1.07M | Buy |
17,222
+755
| +5% | +$46.9K | 0.1% | 163 |
|
|
2022
Q2 | $1.07M | Sell |
16,467
-2,322
| -12% | -$150K | 0.09% | 166 |
|
|
2022
Q1 | $1.47M | Sell |
18,789
-100
| -0.5% | -$7.8K | 0.11% | 156 |
|
|
2021
Q4 | $1.57M | Hold |
18,889
| – | – | 0.11% | 141 |
|
|
2021
Q3 | $1.48M | Hold |
18,889
| – | – | 0.12% | 147 |
|
|
2021
Q2 | $1.5M | Hold |
18,889
| – | – | 0.13% | 128 |
|
|
2021
Q1 | $1.4M | Buy |
18,889
+175
| +0.9% | +$12.9K | 0.14% | 133 |
|
|
2020
Q4 | $1.28M | Buy |
18,714
+319
| +2% | +$21.9K | 0.14% | 130 |
|
|
2020
Q3 | $1.06M | Buy |
18,395
+843
| +5% | +$48.4K | 0.13% | 132 |
|
|
2020
Q2 | $941K | Buy |
17,552
+630
| +4% | +$33.8K | 0.13% | 139 |
|
|
2020
Q1 | $731K | Sell |
16,922
-130
| -0.8% | -$5.62K | 0.12% | 143 |
|
|
2019
Q4 | $1.02M | Sell |
17,052
-700
| -4% | -$41.7K | 0.13% | 140 |
|
|
2019
Q3 | $993K | Hold |
17,752
| – | – | 0.13% | 136 |
|
|
2019
Q2 | $992K | Hold |
17,752
| – | – | 0.14% | 137 |
|
|
2019
Q1 | $958K | Hold |
17,752
| – | – | 0.13% | 139 |
|
|
2018
Q4 | $825K | Buy |
17,752
+1,904
| +12% | +$88.5K | 0.13% | 136 |
|
|
2018
Q3 | $874K | Buy |
15,848
+780
| +5% | +$43K | 0.12% | 138 |
|
|
2018
Q2 | $799K | Hold |
15,068
| – | – | 0.12% | 141 |
|
|
2018
Q1 | $778K | Buy |
15,068
+120
| +0.8% | +$6.2K | 0.12% | 139 |
|
|
2017
Q4 | $778K | Buy |
14,948
+1,012
| +7% | +$52.7K | 0.11% | 142 |
|
|
2017
Q3 | $687K | Hold |
13,936
| – | – | 0.11% | 144 |
|
|
2017
Q2 | $669K | Buy |
13,936
+756
| +6% | +$36.3K | 0.11% | 143 |
|
|
2017
Q1 | $617K | Hold |
13,180
| – | – | 0.1% | 142 |
|
|
2016
Q4 | $589K | Hold |
13,180
| – | – | 0.1% | 142 |
|
|
2016
Q3 | $574K | Sell |
13,180
-1,000
| -7% | -$43.6K | 0.1% | 145 |
|
|
2016
Q2 | $596K | Sell |
14,180
-440
| -3% | -$18.5K | 0.1% | 142 |
|
|
2016
Q1 | $595K | Buy |
14,620
+1,832
| +14% | +$74.6K | 0.1% | 145 |
|
|
2015
Q4 | $512K | Sell |
12,788
-12,980
| -50% | -$520K | 0.09% | 152 |
|
|
2015
Q3 | $1M | Buy |
25,768
+4,120
| +19% | +$160K | 0.18% | 121 |
|
|
2015
Q2 | $922K | Buy |
21,648
+5,792
| +37% | +$247K | 0.15% | 131 |
|
|
2015
Q1 | $686K | Buy |
15,856
+2,520
| +19% | +$109K | 0.11% | 146 |
|
|
2014
Q4 | $557K | Sell |
13,336
-2,900
| -18% | -$121K | 0.09% | 158 |
|
|
2014
Q3 | $643K | Sell |
16,236
-3,244
| -17% | -$128K | 0.1% | 149 |
|
|
2014
Q2 | $792K | Buy |
19,480
+1,780
| +10% | +$72.4K | 0.13% | 137 |
|
|
2014
Q1 | $685K | Sell |
17,700
-5,000
| -22% | -$194K | 0.11% | 141 |
|
|
2013
Q4 | $851K | Sell |
22,700
-12,780
| -36% | -$479K | 0.14% | 126 |
|
|
2013
Q3 | $1.23M | Buy |
35,480
+1,560
| +5% | +$54.3K | 0.22% | 96 |
|
|
2013
Q2 | $1.1M | Buy |
+33,920
| New | +$1.1M | 0.2% | 99 |
|