MV 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
Q2 | $9.03M | Sell |
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|
2025
Q1 | $8.47M | Buy |
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|
2024
Q4 | $6.68M | Buy |
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|
2024
Q3 | $5.21M | Buy |
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|
2024
Q2 | $4.67M | Buy |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $4.37M | Sell |
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|
2023
Q3 | $3.97M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $3.79M | Sell |
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|
2022
Q4 | $3.69M | Buy |
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|
2022
Q3 | $3.08M | Buy |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $717K | Buy |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $111K | Hold |
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|
2020
Q4 | $103K | Sell |
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|
2020
Q3 | $110K | Hold |
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|
2020
Q2 | $103K | Sell |
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|
2020
Q1 | $96K | Hold |
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|
2019
Q4 | $132K | Hold |
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|
2019
Q3 | $124K | Hold |
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|
2019
Q2 | $124K | Hold |
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|
2019
Q1 | $120K | Sell |
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|
2018
Q4 | $112K | Hold |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $25K | Sell |
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|
2017
Q4 | $31K | Sell |
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|
2017
Q3 | $38K | Hold |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $36K | Hold |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $34K | Hold |
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|
2016
Q2 | $32K | Hold |
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|
2016
Q1 | $31K | Sell |
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|
2015
Q4 | $48K | Sell |
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|
2015
Q3 | $202K | Hold |
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|
2015
Q2 | $221K | Buy |
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|
2015
Q1 | $51K | Hold |
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|
2014
Q4 | $50K | Buy |
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