MA
MBA Advisors’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 | $1.37M | Sell |
14,948
-865
| -5% | -$79.6K | 0.63% | 34 |
|
|
2025
Q1 | $1.35M | Sell |
15,813
-215
| -1% | -$18.3K | 0.67% | 34 |
|
|
2024
Q4 | $1.42M | Sell |
16,028
-4,965
| -24% | -$439K | 0.71% | 33 |
|
|
2024
Q3 | $1.85M | Sell |
20,993
-100
| -0.5% | -$8.81K | 0.89% | 30 |
|
|
2024
Q2 | $1.71M | Sell |
21,093
-1,200
| -5% | -$97.3K | 0.87% | 31 |
|
|
2024
Q1 | $1.87M | Sell |
22,293
-147
| -0.7% | -$12.4K | 0.97% | 29 |
|
|
2023
Q4 | $1.74M | Sell |
22,440
-300
| -1% | -$23.3K | 0.97% | 28 |
|
|
2023
Q3 | $1.57M | Sell |
22,740
-500
| -2% | -$34.6K | 0.97% | 28 |
|
|
2023
Q2 | $1.7M | Sell |
23,240
-1,013
| -4% | -$74K | 1.01% | 28 |
|
|
2023
Q1 | $1.7M | Sell |
24,253
-1,017
| -4% | -$71.1K | 1.06% | 28 |
|
|
2022
Q4 | $1.7M | Sell |
25,270
-173
| -0.7% | -$11.7K | 1.12% | 28 |
|
|
2022
Q3 | $1.58M | Hold |
25,443
| – | – | 1.14% | 28 |
|
|
2022
Q2 | $1.65M | Sell |
25,443
-250
| -1% | -$16.2K | 1.13% | 27 |
|
|
2022
Q1 | $2.01M | Sell |
25,693
-300
| -1% | -$23.4K | 1.24% | 24 |
|
|
2021
Q4 | $2.16M | Buy |
25,993
+3,800
| +17% | +$315K | 1.34% | 22 |
|
|
2021
Q3 | $1.74M | Sell |
22,193
-409
| -2% | -$32K | 1.28% | 23 |
|
|
2021
Q2 | $1.79K | Sell |
22,602
-100
| -0.4% | -$8 | 0.83% | 22 |
|
|
2021
Q1 | $1.68K | Buy |
+22,702
| New | +$1.68K | 0.92% | 21 |
|