Meridian Investment Counsel’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 | $301K | Hold |
3,275
| – | – | 0.08% | 186 |
|
|
2025
Q1 | $279K | Hold |
3,275
| – | – | 0.08% | 186 |
|
|
2024
Q4 | $290K | Hold |
3,275
| – | – | 0.09% | 184 |
|
|
2024
Q3 | $289K | Hold |
3,275
| – | – | 0.09% | 179 |
|
|
2024
Q2 | $266K | Hold |
3,275
| – | – | 0.08% | 186 |
|
|
2024
Q1 | $275K | Hold |
3,275
| – | – | 0.09% | 182 |
|
|
2023
Q4 | $255K | Hold |
3,275
| – | – | 0.09% | 184 |
|
|
2023
Q3 | $227K | Hold |
3,275
| – | – | 0.09% | 184 |
|
|
2023
Q2 | $239K | Buy |
+3,275
| New | +$239K | 0.09% | 187 |
|
|
2022
Q2 | – | Sell |
-2,664
| Closed | -$208K | – | 214 |
|
|
2022
Q1 | $208K | Hold |
2,664
| – | – | 0.07% | 196 |
|
|
2021
Q4 | $221K | Hold |
2,664
| – | – | 0.07% | 201 |
|
|
2021
Q3 | $208K | Hold |
2,664
| – | – | 0.08% | 193 |
|
|
2021
Q2 | $211K | Buy |
+2,664
| New | +$211K | 0.07% | 193 |
|