Mathes Company’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 | $608K | Hold |
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|
2025
Q2 | $580K | Hold |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $530K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $566K | Buy |
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|
2022
Q4 | $823K | Hold |
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|
2022
Q3 | $758K | Hold |
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|
2022
Q2 | $789K | Hold |
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|
2022
Q1 | $952K | Hold |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $954K | Hold |
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|
2021
Q2 | $967K | Hold |
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|
2021
Q1 | $902K | Hold |
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|
2020
Q4 | $836K | Hold |
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|
2020
Q3 | $700K | Hold |
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|
2020
Q2 | $654K | Sell |
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|
2020
Q1 | $553K | Hold |
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|
2019
Q4 | $763K | Hold |
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|
2019
Q3 | $716K | Hold |
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|
2019
Q2 | $715K | Hold |
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|
2019
Q1 | $691K | Hold |
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|
2018
Q4 | $595K | Sell |
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|
2018
Q3 | $755K | Sell |
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|
2018
Q2 | $811K | Hold |
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|
2018
Q1 | $790K | Hold |
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|
2017
Q4 | $796K | Hold |
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|
2017
Q3 | $754K | Sell |
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|
2017
Q2 | $946K | Hold |
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|
2017
Q1 | $922K | Hold |
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|
2016
Q4 | $881K | Sell |
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|
2016
Q3 | $876K | Sell |
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|
2016
Q2 | $854K | Hold |
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|
2016
Q1 | $827K | Hold |
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|
2015
Q4 | $813K | Hold |
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|
2015
Q3 | $790K | Hold |
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|
2015
Q2 | $864K | Sell |
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|
2015
Q1 | $1.42M | Hold |
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|
2014
Q4 | $1.37M | Hold |
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|
2014
Q3 | $1.29M | Hold |
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|
2014
Q2 | $1.33M | Sell |
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|
2014
Q1 | $1.33M | Buy |
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|
2013
Q4 | $1.17M | Buy |
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