NewEdge 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
Q2 | $18.6M | Buy |
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|
2025
Q1 | $15.5M | Buy |
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|
2024
Q4 | $15.6M | Sell |
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|
2024
Q3 | $16.2M | Sell |
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|
2024
Q2 | $15.8M | Buy |
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|
2024
Q1 | $15.8M | Sell |
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|
2023
Q4 | $19.7M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $15.6M | Sell |
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|
2023
Q1 | $19.2M | Sell |
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|
2022
Q4 | $18.8M | Buy |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $12.6M | Sell |
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|
2021
Q4 | $36.5M | Buy |
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|
2021
Q3 | $2.68M | Buy |
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|
2021
Q2 | $816K | Sell |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $699K | Buy |
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|
2019
Q3 | $586K | Buy |
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|
2019
Q2 | $506K | Sell |
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|
2019
Q1 | $533K | Sell |
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|
2018
Q4 | $486 | Buy |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $417 | Sell |
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|
2018
Q1 | $511K | Sell |
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|
2017
Q4 | $597K | Hold |
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|
2017
Q3 | $558K | Sell |
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|
2017
Q2 | $547K | Buy |
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|
2017
Q1 | $417K | Buy |
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|
2016
Q4 | $297K | Buy |
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