Miller Investment Management’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 | $20.9M | Sell |
226,917
-2,589
| -1% | -$238K | 2.19% | 9 |
|
|
2025
Q1 | $19.5M | Sell |
229,506
-899
| -0.4% | -$76.5K | 2.16% | 9 |
|
|
2024
Q4 | $20.4M | Sell |
230,405
-1,403
| -0.6% | -$124K | 2.23% | 9 |
|
|
2024
Q3 | $20.4M | Sell |
231,808
-8,337
| -3% | -$735K | 2.13% | 9 |
|
|
2024
Q2 | $19.5M | Buy |
240,145
+1,488
| +0.6% | +$121K | 2.33% | 10 |
|
|
2024
Q1 | $20.1M | Buy |
238,657
+1,540
| +0.6% | +$129K | 2.56% | 9 |
|
|
2023
Q4 | $18.4M | Sell |
237,117
-2,075
| -0.9% | -$161K | 2.62% | 10 |
|
|
2023
Q3 | $16.6M | Buy |
239,192
+755
| +0.3% | +$52.3K | 2.61% | 10 |
|
|
2023
Q2 | $17.4M | Sell |
238,437
-189
| -0.1% | -$13.8K | 2.66% | 9 |
|
|
2023
Q1 | $16.7M | Sell |
238,626
-5,950
| -2% | -$416K | 2.75% | 10 |
|
|
2022
Q4 | $16.5M | Sell |
244,576
-39,285
| -14% | -$2.65M | 2.81% | 9 |
|
|
2022
Q3 | $17.6M | Sell |
283,861
-2,400
| -0.8% | -$149K | 3.68% | 6 |
|
|
2022
Q2 | $18.5M | Sell |
286,261
-8,108
| -3% | -$524K | 3.81% | 5 |
|
|
2022
Q1 | $23M | Sell |
294,369
-275
| -0.1% | -$21.5K | 3.62% | 7 |
|
|
2021
Q4 | $24.5M | Sell |
294,644
-14,878
| -5% | -$1.24M | 3.5% | 8 |
|
|
2021
Q3 | $24.2M | Sell |
309,522
-34,509
| -10% | -$2.7M | 4.16% | 6 |
|
|
2021
Q2 | $27.3M | Buy |
344,031
+2,131
| +0.6% | +$169K | 4.75% | 5 |
|
|
2021
Q1 | $25.3M | Buy |
341,900
+4,330
| +1% | +$320K | 4.67% | 5 |
|
|
2020
Q4 | $23.1M | Buy |
+337,570
| New | +$23.1M | 4.31% | 5 |
|