Naples Global Advisors’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
Q3 | $2.63M | Sell |
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|
2025
Q2 | $2.56M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $2.2M | Hold |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $612K | Sell |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $1.02M | Hold |
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|
2018
Q1 | $997K | Buy |
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|
2017
Q4 | $984K | Hold |
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|
2017
Q3 | $933K | Sell |
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|
2017
Q2 | $920K | Buy |
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|
2017
Q1 | $859K | Buy |
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|
2016
Q4 | $696K | Buy |
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|
2016
Q3 | $608K | Hold |
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|
2016
Q2 | $587K | Hold |
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|
2016
Q1 | $569K | Buy |
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|
2015
Q4 | $371K | Buy |
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|
2015
Q3 | $204K | Buy |
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