Mill Capital Management’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 | $842K | Hold |
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|
2025
Q2 | $802K | Hold |
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|
2025
Q1 | $742K | Hold |
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|
2024
Q4 | $771K | Hold |
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|
2024
Q3 | $769K | Hold |
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|
2024
Q2 | $707K | Buy |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $609K | Hold |
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|
2023
Q2 | $642K | Hold |
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|
2023
Q1 | $615K | Hold |
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|
2022
Q4 | $593K | Hold |
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|
2022
Q3 | $547K | Buy |
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|
2022
Q2 | $452K | Hold |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $581K | Buy |
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