Madison Asset Management’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 | $662K | Sell |
7,194
-7,076
| -50% | -$651K | 0.01% | 294 |
|
|
2025
Q1 | $1.21M | Buy |
14,270
+8,897
| +166% | +$757K | 0.01% | 271 |
|
|
2024
Q4 | $475K | Buy |
5,373
+3,087
| +135% | +$273K | 0.01% | 305 |
|
|
2024
Q3 | $201K | Buy |
+2,286
| New | +$201K | ﹤0.01% | 328 |
|
|
2024
Q1 | – | Sell |
-3,162
| Closed | -$246K | – | 333 |
|
|
2023
Q4 | $246K | Sell |
3,162
-275
| -8% | -$21.4K | ﹤0.01% | 313 |
|
|
2023
Q3 | $238K | Buy |
+3,437
| New | +$238K | ﹤0.01% | 317 |
|
|
2023
Q1 | – | Sell |
-17,672
| Closed | -$1.19M | – | 310 |
|
|
2022
Q4 | $1.19M | Buy |
17,672
+10,378
| +142% | +$700K | 0.02% | 269 |
|
|
2022
Q3 | $453K | Sell |
7,294
-206
| -3% | -$12.8K | 0.01% | 302 |
|
|
2022
Q2 | $485K | Sell |
7,500
-4,004
| -35% | -$259K | 0.01% | 317 |
|
|
2022
Q1 | $898K | Sell |
11,504
-1,590
| -12% | -$124K | 0.01% | 258 |
|
|
2021
Q4 | $1.09M | Buy |
13,094
+1,892
| +17% | +$157K | 0.01% | 266 |
|
|
2021
Q3 | $876K | Buy |
11,202
+6,978
| +165% | +$546K | 0.01% | 266 |
|
|
2021
Q2 | $335K | Buy |
4,224
+997
| +31% | +$79.1K | ﹤0.01% | 306 |
|
|
2021
Q1 | $239K | Buy |
+3,227
| New | +$239K | ﹤0.01% | 307 |
|