MML Investors Services’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 | $30.8M | Buy |
335,130
+19,765
| +6% | +$1.82M | 0.09% | 220 |
|
|
2025
Q1 | $26.8M | Sell |
315,365
-10,517
| -3% | -$895K | 0.09% | 224 |
|
|
2024
Q4 | $28.8M | Buy |
325,882
+17,362
| +6% | +$1.53M | 0.1% | 208 |
|
|
2024
Q3 | $27.2M | Buy |
308,520
+3,911
| +1% | +$345K | 0.1% | 213 |
|
|
2024
Q2 | $24.7M | Sell |
304,609
-4,514
| -1% | -$366K | 0.1% | 210 |
|
|
2024
Q1 | $26M | Sell |
309,123
-15,779
| -5% | -$1.33M | 0.11% | 206 |
|
|
2023
Q4 | $25.3M | Sell |
324,902
-94,912
| -23% | -$7.38M | 0.12% | 190 |
|
|
2023
Q3 | $29.1M | Sell |
419,814
-13,583
| -3% | -$941K | 0.16% | 140 |
|
|
2023
Q2 | $31.7M | Buy |
433,397
+23,508
| +6% | +$1.72M | 0.17% | 125 |
|
|
2023
Q1 | $28.7M | Sell |
409,889
-187,938
| -31% | -$13.1M | 0.2% | 107 |
|
|
2022
Q4 | $40.3M | Buy |
597,827
+28,880
| +5% | +$1.95M | 0.26% | 84 |
|
|
2022
Q3 | $35.4M | Buy |
568,947
+6,742
| +1% | +$419K | 0.27% | 77 |
|
|
2022
Q2 | $36.4M | Buy |
562,205
+20,167
| +4% | +$1.3M | 0.28% | 72 |
|
|
2022
Q1 | $42.3M | Buy |
542,038
+8,866
| +2% | +$692K | 0.3% | 66 |
|
|
2021
Q4 | $44.3M | Buy |
533,172
+52,621
| +11% | +$4.37M | 0.32% | 60 |
|
|
2021
Q3 | $37.6M | Buy |
480,551
+42,715
| +10% | +$3.34M | 0.3% | 62 |
|
|
2021
Q2 | $34.7M | Buy |
437,836
+9,450
| +2% | +$749K | 0.29% | 60 |
|
|
2021
Q1 | $31.7M | Buy |
428,386
+25,245
| +6% | +$1.87M | 0.3% | 64 |
|
|
2020
Q4 | $27.6M | Buy |
403,141
+20,982
| +5% | +$1.44M | 0.3% | 73 |
|
|
2020
Q3 | $21.9M | Buy |
382,159
+3,342
| +0.9% | +$192K | 0.27% | 83 |
|
|
2020
Q2 | $20.3M | Sell |
378,817
-68,067
| -15% | -$3.65M | 0.27% | 88 |
|
|
2020
Q1 | $19.3M | Sell |
446,884
-63,722
| -12% | -$2.75M | 0.33% | 70 |
|
|
2019
Q4 | $30.4M | Buy |
510,606
+144,221
| +39% | +$8.6M | 0.44% | 41 |
|
|
2019
Q3 | $20.5M | Sell |
366,385
-34,016
| -8% | -$1.9M | 0.33% | 69 |
|
|
2019
Q2 | $22.4M | Sell |
400,401
-4,394
| -1% | -$245K | 0.32% | 69 |
|
|
2019
Q1 | $21.8M | Sell |
404,795
-48,133
| -11% | -$2.6M | 0.34% | 70 |
|
|
2018
Q4 | $21.1M | Buy |
452,928
+54,812
| +14% | +$2.55M | 0.38% | 61 |
|
|
2018
Q3 | $21.9M | Buy |
398,116
+121,428
| +44% | +$6.69M | 0.37% | 65 |
|
|
2018
Q2 | $14.7M | Sell |
276,688
-33,112
| -11% | -$1.76M | 0.32% | 80 |
|
|
2018
Q1 | $16M | Buy |
309,800
+29,700
| +11% | +$1.53M | 0.34% | 78 |
|
|
2017
Q4 | $14.6M | Sell |
280,100
-16,664
| -6% | -$867K | 0.28% | 84 |
|
|
2017
Q3 | $14.6M | Sell |
296,764
-1,185,532
| -80% | -$58.4M | 0.3% | 81 |
|
|
2017
Q2 | $71.2M | Buy |
+1,482,296
| New | +$71.2M | 1.37% | 10 |
|