Monetary Management Group’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
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $962K | Sell |
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|
2023
Q3 | $1.05M | Hold |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $968K | Hold |
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|
2022
Q3 | $886K | Hold |
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|
2022
Q2 | $922K | Hold |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.17M | Hold |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $907K | Sell |
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|
2020
Q2 | $880K | Hold |
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|
2020
Q1 | $708K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.06M | Hold |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $879K | Hold |
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|
2018
Q3 | $1.04M | Hold |
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|
2018
Q2 | $1M | Hold |
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|
2018
Q1 | $976K | Hold |
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|
2017
Q4 | $984K | Buy |
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|
2017
Q3 | $893K | Sell |
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|
2017
Q2 | $889K | Buy |
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|
2017
Q1 | $843K | Buy |
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|
2016
Q4 | $758K | Hold |
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|
2016
Q3 | $739K | Buy |
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|
2016
Q2 | $703K | Buy |
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|
2016
Q1 | $641K | Buy |
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|
2015
Q4 | $569K | Hold |
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|
2015
Q3 | $552K | Hold |
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|
2015
Q2 | $605K | Buy |
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|
2015
Q1 | $424K | Buy |
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|
2014
Q4 | $405K | Sell |
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|
2014
Q3 | $416K | Hold |
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|
2014
Q2 | $427K | Sell |
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|
2014
Q1 | $584K | Sell |
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|
2013
Q4 | $581K | Buy |
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|
2013
Q3 | $525K | Hold |
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|
2013
Q2 | $490K | Buy |
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