Nations Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.38M | Buy |
24,468
+1,920
| +9% | +$192K | 0.12% | 194 |
|
|
2025
Q4 | $2.17M | Sell |
22,548
-1,490
| -6% | -$143K | 0.11% | 203 |
|
|
2025
Q3 | $2.32M | Sell |
24,038
-345
| -1% | -$32.7K | 0.14% | 173 |
|
|
2025
Q2 | $2.24M | Buy |
24,383
+809
| +3% | +$69.9K | 0.15% | 163 |
|
|
2025
Q1 | $2.01M | Sell |
23,574
-958
| -4% | -$85.4K | 0.15% | 164 |
|
|
2024
Q4 | $2.17M | Buy |
24,532
+271
| +1% | +$24.6K | 0.16% | 162 |
|
|
2024
Q3 | $2.14M | Buy |
24,261
+33
| +0.1% | +$2.78K | 0.16% | 161 |
|
|
2024
Q2 | $1.96M | Sell |
24,228
-27
| -0.1% | -$2.2K | 0.16% | 144 |
|
|
2024
Q1 | $2.04M | Buy |
24,255
+344
| +1% | +$27.3K | 0.17% | 143 |
|
|
2023
Q4 | $1.86M | Sell |
23,911
-358
| -1% | -$25.4K | 0.17% | 138 |
|
|
2023
Q3 | $1.68M | Sell |
24,269
-756
| -3% | -$55.2K | 0.17% | 146 |
|
|
2023
Q2 | $1.83M | Sell |
25,025
-19
| -0.1% | -$1.32K | 0.18% | 142 |
|
|
2023
Q1 | $1.75M | Sell |
25,044
-221
| -0.9% | -$15.6K | 0.18% | 148 |
|
|
2022
Q4 | $1.7M | Buy |
25,265
+651
| +3% | +$43.9K | 0.19% | 134 |
|
|
2022
Q3 | $1.53M | Buy |
24,614
+65
| +0.3% | +$4.47K | 0.22% | 108 |
|
|
2022
Q2 | $1.59M | Buy |
24,549
+26
| +0.1% | +$1.85K | 0.21% | 121 |
|
|
2022
Q1 | $1.91M | Buy |
24,523
+5,102
| +26% | +$393K | 0.23% | 105 |
|
|
2021
Q4 | $1.61M | Buy |
19,421
+860
| +5% | +$70.6K | 0.21% | 118 |
|
|
2021
Q3 | $1.45M | Buy |
18,561
+1,762
| +10% | +$141K | 0.22% | 116 |
|
|
2021
Q2 | $1.33M | Buy |
16,799
+1,291
| +8% | +$100K | 0.22% | 113 |
|
|
2021
Q1 | $1.15M | Buy |
15,508
+455
| +3% | +$32.9K | 0.26% | 108 |
|
|
2020
Q4 | $1.03M | Buy |
15,053
+1,897
| +14% | +$121K | 0.27% | 104 |
|
|
2020
Q3 | $755K | Buy |
13,156
+852
| +7% | +$48.5K | 0.23% | 129 |
|
|
2020
Q2 | $660K | Buy |
12,304
+70
| +0.6% | +$3.51K | 0.23% | 127 |
|
|
2020
Q1 | $528K | Buy |
12,234
+271
| +2% | +$14.9K | 0.23% | 137 |
|
|
2019
Q4 | $713K | Sell |
11,963
-647
| -5% | -$37.1K | 0.25% | 132 |
|
|
2019
Q3 | $713K | Buy |
12,610
+2,066
| +20% | +$115K | 0.26% | 125 |
|
|
2019
Q2 | $589K | Buy |
10,544
+2,732
| +35% | +$150K | 0.39% | 74 |
|
|
2019
Q1 | $421K | Buy |
7,812
+272
| +4% | +$14.1K | 0.29% | 98 |
|
|
2018
Q4 | $350K | Buy |
7,540
+932
| +14% | +$47K | 0.28% | 102 |
|
|
2018
Q3 | $364K | Sell |
6,608
-380
| -5% | -$20.8K | 0.26% | 106 |
|
|
2018
Q2 | $371K | Buy |
6,988
+316
| +5% | +$16.6K | 0.31% | 97 |
|
|
2018
Q1 | $344K | Sell |
6,672
-744
| -10% | -$39.2K | 0.31% | 95 |
|
|
2017
Q4 | $386K | Buy |
7,416
+656
| +10% | +$33.3K | 0.35% | 87 |
|
|
2017
Q3 | $333K | Buy |
6,760
+324
| +5% | +$15.6K | 0.32% | 95 |
|
|
2017
Q2 | $309K | Buy |
6,436
+120
| +2% | +$5.69K | 0.25% | 117 |
|
|
2017
Q1 | $296K | Buy |
6,316
+44
| +0.7% | +$2.04K | 0.29% | 105 |
|
|
2016
Q4 | $281K | Hold |
6,272
| – | – | 0.3% | 102 |
|
|
2016
Q3 | $273K | Sell |
6,272
-104
| -2% | -$4.51K | 0.27% | 119 |
|
|
2016
Q2 | $268K | Buy |
6,376
+232
| +4% | +$9.58K | 0.28% | 113 |
|
|
2016
Q1 | $250K | Buy |
6,144
+548
| +10% | +$20.8K | 0.29% | 104 |
|
|
2015
Q4 | $224K | Buy |
+5,596
| New | +$228K | 0.29% | 105 |
|
Other funds holding IWR
