MCF Advisors’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
Q2 | $780K | Buy |
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|
2025
Q1 | $722K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $642K | Sell |
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|
2024
Q2 | $595K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $576K | Hold |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $520K | Sell |
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|
2020
Q3 | $468K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $861K | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $646K | Sell |
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|
2018
Q2 | $670K | Sell |
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|
2018
Q1 | $657K | Buy |
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|
2017
Q4 | $649K | Sell |
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|
2017
Q3 | $615K | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.04M | Sell |
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|
2016
Q4 | $1.22M | Sell |
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|
2016
Q3 | $1.54M | Buy |
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|
2016
Q2 | $1.43M | Buy |
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|
2016
Q1 | $1.36M | Sell |
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|
2015
Q4 | $1.35M | Buy |
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|
2015
Q3 | $1.1M | Sell |
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|
2015
Q2 | $1.23M | Sell |
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|
2015
Q1 | $1.25M | Buy |
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|
2014
Q4 | $976K | Sell |
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|
2014
Q3 | $938K | Buy |
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|
2014
Q2 | $932K | Buy |
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|
2014
Q1 | $859K | Buy |
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|
2013
Q4 | $776K | Buy |
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|
2013
Q3 | $732K | Sell |
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|
2013
Q2 | $787K | Buy |
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