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NewEdge Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
202,346
+19,817
| +11% | +$1.82M | 0.1% | 221 |
|
|
2025
Q1 | $15.5M | Buy |
182,529
+6,302
| +4% | +$536K | 0.09% | 221 |
|
|
2024
Q4 | $15.6M | Sell |
176,227
-7,573
| -4% | -$669K | 0.09% | 212 |
|
|
2024
Q3 | $16.2M | Sell |
183,800
-11,213
| -6% | -$988K | 0.11% | 202 |
|
|
2024
Q2 | $15.8M | Buy |
195,013
+6,707
| +4% | +$544K | 0.12% | 182 |
|
|
2024
Q1 | $15.8M | Sell |
188,306
-66,700
| -26% | -$5.61M | 0.14% | 158 |
|
|
2023
Q4 | $19.7M | Buy |
255,006
+9,304
| +4% | +$718K | 0.19% | 119 |
|
|
2023
Q3 | $17M | Buy |
245,702
+31,610
| +15% | +$2.19M | 0.19% | 121 |
|
|
2023
Q2 | $15.6M | Sell |
214,092
-64,387
| -23% | -$4.7M | 0.18% | 129 |
|
|
2023
Q1 | $19.2M | Sell |
278,479
-7,294
| -3% | -$502K | 0.24% | 103 |
|
|
2022
Q4 | $18.8M | Buy |
285,773
+76,854
| +37% | +$5.07M | 0.51% | 35 |
|
|
2022
Q3 | $13M | Buy |
208,919
+12,965
| +7% | +$806K | 0.21% | 121 |
|
|
2022
Q2 | $12.7M | Buy |
195,954
+34,095
| +21% | +$2.2M | 0.21% | 118 |
|
|
2022
Q1 | $12.6M | Sell |
161,859
-277,907
| -63% | -$21.7M | 0.2% | 115 |
|
|
2021
Q4 | $36.5M | Buy |
439,766
+405,474
| +1,182% | +$33.7M | 0.55% | 35 |
|
|
2021
Q3 | $2.68M | Buy |
34,292
+23,989
| +233% | +$1.88M | 0.07% | 262 |
|
|
2021
Q2 | $816K | Sell |
10,303
-267
| -3% | -$21.1K | 0.02% | 561 |
|
|
2021
Q1 | $781K | Buy |
10,570
+876
| +9% | +$64.7K | 0.02% | 526 |
|
|
2020
Q4 | $665K | Buy |
9,694
+5,603
| +137% | +$384K | 0.02% | 529 |
|
|
2020
Q3 | $235K | Sell |
4,091
-740
| -15% | -$42.5K | 0.01% | 780 |
|
|
2020
Q2 | $259K | Sell |
4,831
-2,563
| -35% | -$137K | 0.01% | 711 |
|
|
2020
Q1 | $319K | Sell |
7,394
-4,331
| -37% | -$187K | 0.02% | 583 |
|
|
2019
Q4 | $699K | Buy |
11,725
+1,243
| +12% | +$74.1K | 0.03% | 436 |
|
|
2019
Q3 | $586K | Buy |
10,482
+1,432
| +16% | +$80.1K | 0.03% | 451 |
|
|
2019
Q2 | $506K | Sell |
9,050
-821
| -8% | -$45.9K | 0.03% | 397 |
|
|
2019
Q1 | $533K | Sell |
9,871
-585
| -6% | -$31.6K | 0.03% | 382 |
|
|
2018
Q4 | $486 | Buy |
10,456
+7,958
| +319% | +$370 | 0.03% | 375 |
|
|
2018
Q3 | $551K | Buy |
2,498
+534
| +27% | +$118K | 0.04% | 334 |
|
|
2018
Q2 | $417 | Sell |
1,964
-570
| -22% | -$121 | 0.04% | 340 |
|
|
2018
Q1 | $511K | Sell |
2,534
-270
| -10% | -$54.4K | 0.06% | 267 |
|
|
2017
Q4 | $597K | Hold |
2,804
| – | – | 0.08% | 214 |
|
|
2017
Q3 | $558K | Sell |
2,804
-60
| -2% | -$11.9K | 0.09% | 201 |
|
|
2017
Q2 | $547K | Buy |
2,864
+609
| +27% | +$116K | 0.09% | 186 |
|
|
2017
Q1 | $417K | Buy |
2,255
+622
| +38% | +$115K | 0.09% | 171 |
|
|
2016
Q4 | $297K | Buy |
+1,633
| New | +$297K | 0.08% | 191 |
|