Mather Group’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
Q3 | $3.38M | Hold |
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|
2025
Q2 | $3.22M | Buy |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $3.04M | Buy |
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|
2024
Q1 | $2.03M | Hold |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.75M | Hold |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.57M | Sell |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $3.86M | Sell |
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|
2020
Q1 | $3.26M | Buy |
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|
2019
Q4 | $4.14M | Buy |
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