Mather Group’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 | $3.22M | Buy |
35,033
+42
| +0.1% | +$3.86K | 0.03% | 145 |
|
|
2025
Q1 | $2.98M | Buy |
34,991
+8,375
| +31% | +$712K | 0.03% | 141 |
|
|
2024
Q4 | $2.35M | Buy |
26,616
+715
| +3% | +$63.2K | 0.03% | 152 |
|
|
2024
Q3 | $2.28M | Sell |
25,901
-10,290
| -28% | -$907K | 0.03% | 159 |
|
|
2024
Q2 | $3.04M | Buy |
36,191
+10,138
| +39% | +$853K | 0.04% | 148 |
|
|
2024
Q1 | $2.03M | Hold |
26,053
| – | – | 0.03% | 157 |
|
|
2023
Q4 | $2.03M | Buy |
26,053
+11,519
| +79% | +$895K | 0.03% | 161 |
|
|
2023
Q3 | $1.01M | Sell |
14,534
-4,932
| -25% | -$342K | 0.02% | 215 |
|
|
2023
Q2 | $1.42M | Sell |
19,466
-170
| -0.9% | -$12.4K | 0.02% | 181 |
|
|
2023
Q1 | $1.37M | Buy |
19,636
+91
| +0.5% | +$6.36K | 0.02% | 179 |
|
|
2022
Q4 | $1.32M | Sell |
19,545
-1,944
| -9% | -$131K | 0.03% | 173 |
|
|
2022
Q3 | $1.34M | Buy |
21,489
+399
| +2% | +$24.8K | 0.03% | 161 |
|
|
2022
Q2 | $1.36M | Sell |
21,090
-75
| -0.4% | -$4.85K | 0.03% | 153 |
|
|
2022
Q1 | $1.65M | Buy |
21,165
+76
| +0.4% | +$5.93K | 0.03% | 126 |
|
|
2021
Q4 | $1.75M | Hold |
21,089
| – | – | 0.03% | 104 |
|
|
2021
Q3 | $1.65M | Buy |
21,089
+197
| +0.9% | +$15.4K | 0.04% | 86 |
|
|
2021
Q2 | $1.66M | Sell |
20,892
-6
| -0% | -$476 | 0.04% | 81 |
|
|
2021
Q1 | $1.55M | Sell |
20,898
-2,033
| -9% | -$150K | 0.04% | 78 |
|
|
2020
Q4 | $1.57M | Sell |
22,931
-16,299
| -42% | -$1.12M | 0.05% | 74 |
|
|
2020
Q3 | $2.25M | Sell |
39,230
-32,829
| -46% | -$1.88M | 0.09% | 56 |
|
|
2020
Q2 | $3.86M | Sell |
72,059
-3,428
| -5% | -$184K | 0.18% | 45 |
|
|
2020
Q1 | $3.26M | Buy |
75,487
+5,956
| +9% | +$257K | 0.23% | 44 |
|
|
2019
Q4 | $4.15M | Buy |
+69,531
| New | +$4.15M | 0.26% | 41 |
|