MOTCO’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 | $113K | Sell |
|
|||||
|
2025
Q1 | $111K | Hold |
|
|||||
|
2024
Q4 | $116K | Hold |
|
|||||
|
2024
Q3 | $115K | Hold |
|
|||||
|
2024
Q2 | $106K | Hold |
|
|||||
|
2024
Q1 | $110K | Hold |
|
|||||
|
2023
Q4 | $102K | Hold |
|
|||||
|
2023
Q3 | $90.6K | Hold |
|
|||||
|
2023
Q2 | $95.5K | Hold |
|
|||||
|
2023
Q1 | $91.5K | Sell |
|
|||||
|
2022
Q4 | $112K | Hold |
|
|||||
|
2022
Q3 | $103K | Sell |
|
|||||
|
2022
Q2 | $200K | Hold |
|
|||||
|
2022
Q1 | $241K | Buy |
|
|||||
|
2021
Q4 | $228K | Hold |
|
|||||
|
2021
Q3 | $215K | Hold |
|
|||||
|
2021
Q2 | $218K | Hold |
|
|||||
|
2021
Q1 | $203K | Sell |
|
|||||
|
2020
Q4 | $229K | Buy |
|
|||||
|
2020
Q3 | $134K | Buy |
|
|||||
|
2020
Q2 | $115K | Hold |
|
|||||
|
2020
Q1 | $93K | Hold |
|
|||||
|
2019
Q4 | $128K | Hold |
|
|||||
|
2019
Q3 | $121K | Hold |
|
|||||
|
2019
Q2 | $120K | Hold |
|
|||||
|
2019
Q1 | $116K | Hold |
|
|||||
|
2018
Q4 | $100K | Hold |
|
|||||
|
2018
Q3 | $118K | Hold |
|
|||||
|
2018
Q2 | $114K | Sell |
|
|||||
|
2018
Q1 | $118K | Hold |
|
|||||
|
2017
Q4 | $119K | Sell |
|
|||||
|
2017
Q3 | $205K | Sell |
|
|||||
|
2017
Q2 | $205K | Hold |
|
|||||
|
2017
Q1 | $200K | Hold |
|
|||||
|
2016
Q4 | $191K | Hold |
|
|||||
|
2016
Q3 | $186K | Hold |
|
|||||
|
2016
Q2 | $179K | Hold |
|
|||||
|
2016
Q1 | $174K | Sell |
|
|||||
|
2015
Q4 | $177K | Sell |
|
|||||
|
2015
Q3 | $180K | Sell |
|
|||||
|
2015
Q2 | $200K | Sell |
|
|||||
|
2015
Q1 | $207K | Sell |
|
|||||
|
2014
Q4 | $228K | Sell |
|
|||||
|
2014
Q3 | $223K | Hold |
|
|||||
|
2014
Q2 | $228K | Sell |
|
|||||
|
2014
Q1 | $255K | Hold |
|
|||||
|
2013
Q4 | $247K | Sell |
|
|||||
|
2013
Q3 | $252K | Hold |
|
|||||
|
2013
Q2 | $234K | Buy |
|