MAS
Madden Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
3,396
-126
| -4% | -$11.6K | 0.13% | 88 |
|
|
2025
Q1 | $300K | Sell |
3,522
-22
| -0.6% | -$1.87K | 0.14% | 84 |
|
|
2024
Q4 | $313K | Buy |
3,544
+11
| +0.3% | +$973 | 0.15% | 84 |
|
|
2024
Q3 | $311K | Buy |
3,533
+797
| +29% | +$70.3K | 0.14% | 84 |
|
|
2024
Q2 | $222K | Hold |
2,736
| – | – | 0.11% | 89 |
|
|
2024
Q1 | $230K | Buy |
2,736
+1
| +0% | +$84 | 0.12% | 87 |
|
|
2023
Q4 | $213K | Buy |
+2,735
| New | +$213K | 0.12% | 87 |
|
|
2022
Q2 | – | Sell |
-4,840
| Closed | -$378K | – | 81 |
|
|
2022
Q1 | $378K | Buy |
4,840
+14
| +0.3% | +$1.09K | 0.26% | 55 |
|
|
2021
Q4 | $401K | Buy |
4,826
+31
| +0.6% | +$2.58K | 0.26% | 55 |
|
|
2021
Q3 | $375K | Buy |
+4,795
| New | +$375K | 0.27% | 54 |
|
|
2020
Q2 | – | Sell |
-77,220
| Closed | -$3.33M | – | 72 |
|
|
2020
Q1 | $3.33M | Hold |
77,220
| – | – | 2.31% | 14 |
|
|
2019
Q4 | $4.6M | Hold |
77,220
| – | – | 3.01% | 7 |
|
|
2019
Q3 | $4.32M | Hold |
77,220
| – | – | 3.08% | 7 |
|
|
2019
Q2 | $4.31M | Sell |
77,220
-112
| -0.1% | -$6.26K | 2.69% | 11 |
|
|
2019
Q1 | $4.17M | Hold |
77,332
| – | – | 2.24% | 15 |
|
|
2018
Q4 | $3.59M | Buy |
77,332
+57,999
| +300% | +$2.7M | 2.17% | 16 |
|
|
2018
Q3 | $4.26M | Hold |
19,333
| – | – | 2.57% | 14 |
|
|
2018
Q2 | $4.1M | Buy |
19,333
+28
| +0.1% | +$5.94K | 2.6% | 13 |
|
|
2018
Q1 | $3.99M | Hold |
19,305
| – | – | 2.42% | 13 |
|
|
2017
Q4 | $4.02M | Hold |
19,305
| – | – | 2.43% | 14 |
|
|
2017
Q3 | $3.81M | Hold |
19,305
| – | – | 2.41% | 14 |
|
|
2017
Q2 | $3.71M | Hold |
19,305
| – | – | 2.44% | 14 |
|
|
2017
Q1 | $3.61M | Sell |
19,305
-4,580
| -19% | -$857K | 2.33% | 14 |
|
|
2016
Q4 | $4.27M | Hold |
23,885
| – | – | 2.9% | 12 |
|
|
2016
Q3 | $4.16M | Hold |
23,885
| – | – | 2.56% | 13 |
|
|
2016
Q2 | $4.02M | Hold |
23,885
| – | – | 2.48% | 13 |
|
|
2016
Q1 | $3.89M | Hold |
23,885
| – | – | 2.53% | 12 |
|
|
2015
Q4 | $3.83M | Hold |
23,885
| – | – | 2.52% | 13 |
|
|
2015
Q3 | $3.72M | Hold |
23,885
| – | – | 2.44% | 11 |
|
|
2015
Q2 | $4.07M | Hold |
23,885
| – | – | 2.43% | 10 |
|
|
2015
Q1 | $4.14M | Buy |
+23,885
| New | +$4.14M | 2.5% | 10 |
|
|
2014
Q4 | – | Sell |
-23,885
| Closed | -$3.78M | – | 334 |
|
|
2014
Q3 | $3.78M | Hold |
23,885
| – | – | 1.96% | 15 |
|
|
2014
Q2 | $3.88M | Hold |
23,885
| – | – | 1.98% | 15 |
|
|
2014
Q1 | $3.7M | Buy |
23,885
+17,275
| +261% | +$2.67M | 2.02% | 15 |
|
|
2013
Q4 | $991K | Buy |
+6,610
| New | +$991K | 0.74% | 39 |
|