Mercer Global Advisors’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 | $16M | Sell |
173,899
-35,038
| -17% | -$3.22M | 0.03% | 271 |
|
|
2025
Q1 | $17.8M | Buy |
208,937
+10,527
| +5% | +$896K | 0.04% | 247 |
|
|
2024
Q4 | $17.5M | Buy |
198,410
+8,460
| +4% | +$748K | 0.04% | 237 |
|
|
2024
Q3 | $16.6M | Buy |
189,950
+6,820
| +4% | +$597K | 0.04% | 236 |
|
|
2024
Q2 | $14.8M | Buy |
183,130
+2,233
| +1% | +$181K | 0.04% | 233 |
|
|
2024
Q1 | $15.2M | Sell |
180,897
-2,802
| -2% | -$236K | 0.04% | 232 |
|
|
2023
Q4 | $14.3M | Sell |
183,699
-7,855
| -4% | -$611K | 0.04% | 241 |
|
|
2023
Q3 | $13.3M | Sell |
191,554
-1,178
| -0.6% | -$81.6K | 0.05% | 222 |
|
|
2023
Q2 | $14.1M | Buy |
192,732
+2,240
| +1% | +$164K | 0.06% | 223 |
|
|
2023
Q1 | $13.3M | Sell |
190,492
-2,277
| -1% | -$159K | 0.06% | 224 |
|
|
2022
Q4 | $13M | Sell |
192,769
-10,764
| -5% | -$726K | 0.07% | 222 |
|
|
2022
Q3 | $12.7M | Buy |
203,533
+16,339
| +9% | +$1.02M | 0.08% | 196 |
|
|
2022
Q2 | $12.1M | Buy |
187,194
+88,016
| +89% | +$5.69M | 0.07% | 193 |
|
|
2022
Q1 | $7.74M | Sell |
99,178
-22,916
| -19% | -$1.79M | 0.05% | 278 |
|
|
2021
Q4 | $10.1M | Buy |
122,094
+206
| +0.2% | +$17.1K | 0.06% | 230 |
|
|
2021
Q3 | $9.53M | Buy |
121,888
+8,206
| +7% | +$642K | 0.07% | 235 |
|
|
2021
Q2 | $9.01M | Buy |
113,682
+2,021
| +2% | +$160K | 0.07% | 216 |
|
|
2021
Q1 | $8.26M | Sell |
111,661
-1,210
| -1% | -$89.5K | 0.08% | 210 |
|
|
2020
Q4 | $7.74M | Buy |
112,871
+74,124
| +191% | +$5.08M | 0.1% | 161 |
|
|
2020
Q3 | $2.22M | Buy |
38,747
+4,532
| +13% | +$260K | 0.03% | 358 |
|
|
2020
Q2 | $1.83M | Sell |
34,215
-2,241
| -6% | -$120K | 0.03% | 345 |
|
|
2020
Q1 | $1.57M | Buy |
36,456
+29,159
| +400% | +$1.26M | 0.03% | 365 |
|
|
2019
Q4 | $435K | Hold |
7,297
| – | – | 0.01% | 781 |
|
|
2019
Q3 | $408K | Sell |
7,297
-1,604
| -18% | -$89.7K | 0.01% | 768 |
|
|
2019
Q2 | $497K | Buy |
8,901
+882
| +11% | +$49.2K | 0.01% | 686 |
|
|
2019
Q1 | $433K | Buy |
+8,019
| New | +$433K | 0.02% | 681 |
|