Nadler Financial Group’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 | $6.58M | Buy |
71,573
+2,520
| +4% | +$232K | 0.67% | 25 |
|
|
2025
Q1 | $5.87M | Buy |
69,053
+435
| +0.6% | +$37K | 0.65% | 25 |
|
|
2024
Q4 | $6.07M | Buy |
68,618
+715
| +1% | +$63.2K | 0.64% | 25 |
|
|
2024
Q3 | $5.98M | Buy |
67,903
+885
| +1% | +$78K | 0.66% | 24 |
|
|
2024
Q2 | $5.43M | Buy |
67,018
+2,764
| +4% | +$224K | 0.64% | 25 |
|
|
2024
Q1 | $5.4M | Buy |
64,254
+767
| +1% | +$64.5K | 0.67% | 25 |
|
|
2023
Q4 | $4.93M | Buy |
63,487
+754
| +1% | +$58.6K | 0.66% | 23 |
|
|
2023
Q3 | $4.34M | Sell |
62,733
-453
| -0.7% | -$31.4K | 0.66% | 23 |
|
|
2023
Q2 | $4.61M | Buy |
63,186
+1,985
| +3% | +$145K | 0.67% | 22 |
|
|
2023
Q1 | $4.28M | Buy |
61,201
+2,490
| +4% | +$174K | 0.68% | 22 |
|
|
2022
Q4 | $3.96M | Buy |
58,711
+190
| +0.3% | +$12.8K | 0.69% | 21 |
|
|
2022
Q3 | $3.64M | Buy |
58,521
+5,168
| +10% | +$321K | 0.69% | 25 |
|
|
2022
Q2 | $3.45M | Buy |
53,353
+7,074
| +15% | +$457K | 0.64% | 25 |
|
|
2022
Q1 | $3.61M | Buy |
46,279
+3,114
| +7% | +$243K | 0.57% | 28 |
|
|
2021
Q4 | $3.58M | Buy |
43,165
+920
| +2% | +$76.4K | 0.53% | 27 |
|
|
2021
Q3 | $3.3M | Sell |
42,245
-4,360
| -9% | -$341K | 0.54% | 27 |
|
|
2021
Q2 | $3.69M | Buy |
46,605
+4,243
| +10% | +$336K | 0.6% | 26 |
|
|
2021
Q1 | $3.13M | Buy |
42,362
+1,760
| +4% | +$130K | 0.56% | 26 |
|
|
2020
Q4 | $2.78M | Buy |
40,602
+3,821
| +10% | +$262K | 0.53% | 26 |
|
|
2020
Q3 | $2.11M | Sell |
36,781
-120
| -0.3% | -$6.88K | 0.47% | 28 |
|
|
2020
Q2 | $1.98M | Sell |
36,901
-2,416
| -6% | -$130K | 0.49% | 25 |
|
|
2020
Q1 | $1.7M | Sell |
39,317
-5,100
| -11% | -$220K | 0.52% | 22 |
|
|
2019
Q4 | $2.65M | Sell |
44,417
-1,415
| -3% | -$84.4K | 0.65% | 21 |
|
|
2019
Q3 | $2.56M | Sell |
45,832
-5
| -0% | -$280 | 0.71% | 19 |
|
|
2019
Q2 | $2.56M | Buy |
45,837
+1,380
| +3% | +$77.1K | 0.74% | 20 |
|
|
2019
Q1 | $2.4M | Sell |
44,457
-4,600
| -9% | -$248K | 0.76% | 21 |
|
|
2018
Q4 | $2.28M | Buy |
49,057
+2,845
| +6% | +$132K | 0.75% | 21 |
|
|
2018
Q3 | $2.55M | Sell |
46,212
-560
| -1% | -$30.9K | 0.69% | 21 |
|
|
2018
Q2 | $2.48M | Sell |
46,772
-240
| -0.5% | -$12.7K | 0.7% | 20 |
|
|
2018
Q1 | $2.43M | Buy |
47,012
+1,500
| +3% | +$77.4K | 0.75% | 18 |
|
|
2017
Q4 | $2.37M | Sell |
45,512
-2,300
| -5% | -$120K | 0.72% | 18 |
|
|
2017
Q3 | $2.36M | Sell |
47,812
-5,300
| -10% | -$261K | 0.78% | 17 |
|
|
2017
Q2 | $2.55M | Sell |
53,112
-240
| -0.4% | -$11.5K | 0.87% | 17 |
|
|
2017
Q1 | $2.5M | Buy |
53,352
+20
| +0% | +$936 | 0.87% | 17 |
|
|
2016
Q4 | $2.39M | Sell |
53,332
-9,040
| -14% | -$404K | 0.88% | 18 |
|
|
2016
Q3 | $2.72M | Buy |
62,372
+1,068
| +2% | +$46.5K | 1.07% | 17 |
|
|
2016
Q2 | $2.58M | Sell |
61,304
-360
| -0.6% | -$15.1K | 1.09% | 17 |
|
|
2016
Q1 | $2.51M | Sell |
61,664
-1,640
| -3% | -$66.8K | 1.1% | 17 |
|
|
2015
Q4 | $2.54M | Buy |
63,304
+3,080
| +5% | +$123K | 1.14% | 16 |
|
|
2015
Q3 | $2.34M | Buy |
60,224
+1,600
| +3% | +$62.2K | 1.17% | 15 |
|
|
2015
Q2 | $2.5M | Buy |
58,624
+16,920
| +41% | +$720K | 1.18% | 14 |
|
|
2015
Q1 | $1.81M | Buy |
41,704
+1,960
| +5% | +$84.8K | 0.87% | 16 |
|
|
2014
Q4 | $1.66M | Buy |
39,744
+33,716
| +559% | +$1.41M | 0.86% | 14 |
|
|
2014
Q3 | $239K | Hold |
6,028
| – | – | 0.14% | 63 |
|
|
2014
Q2 | $245K | Sell |
6,028
-142,732
| -96% | -$5.8M | 0.15% | 55 |
|
|
2014
Q1 | $5.76M | Sell |
148,760
-11,540
| -7% | -$447K | 3.83% | 7 |
|
|
2013
Q4 | $6.01M | Buy |
160,300
+16,928
| +12% | +$635K | 3.89% | 7 |
|
|
2013
Q3 | $4.99M | Buy |
143,372
+7,792
| +6% | +$271K | 3.62% | 8 |
|
|
2013
Q2 | $4.4M | Buy |
+135,580
| New | +$4.4M | 3.1% | 8 |
|