North Star Investment Management’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 | $933K | Buy |
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|
2025
Q2 | $873K | Hold |
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|
2025
Q1 | $807K | Hold |
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|
2024
Q4 | $839K | Hold |
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|
2024
Q3 | $836K | Buy |
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|
2024
Q2 | $769K | Hold |
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|
2024
Q1 | $798K | Buy |
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|
2023
Q4 | $644K | Hold |
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|
2023
Q3 | $574K | Hold |
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|
2023
Q2 | $605K | Hold |
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|
2023
Q1 | $580K | Hold |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $479K | Hold |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $719K | Buy |
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|
2021
Q4 | $764K | Hold |
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|
2021
Q3 | $720K | Hold |
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|
2021
Q2 | $729K | Hold |
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|
2021
Q1 | $680K | Hold |
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|
2020
Q4 | $631K | Hold |
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|
2020
Q3 | $528K | Hold |
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|
2020
Q2 | $493K | Hold |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $558K | Hold |
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|
2019
Q3 | $523K | Hold |
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|
2019
Q2 | $522K | Hold |
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|
2019
Q1 | $505K | Hold |
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|
2018
Q4 | $435K | Hold |
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|
2018
Q3 | $516K | Hold |
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|
2018
Q2 | $496K | Hold |
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|
2018
Q1 | $483K | Hold |
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|
2017
Q4 | $487K | Hold |
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|
2017
Q3 | $461K | Hold |
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|
2017
Q2 | $449K | Hold |
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|
2017
Q1 | $438K | Hold |
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|
2016
Q4 | $418K | Hold |
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|
2016
Q3 | $408K | Hold |
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|
2016
Q2 | $393K | Hold |
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|
2016
Q1 | $381K | Hold |
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|
2015
Q4 | $375K | Hold |
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|
2015
Q3 | $364K | Hold |
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|
2015
Q2 | $398K | Hold |
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|
2015
Q1 | $405K | Hold |
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|
2014
Q4 | $391K | Hold |
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|
2014
Q3 | $370K | Hold |
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|
2014
Q2 | $380K | Buy |
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|
2014
Q1 | $356K | Hold |
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|
2013
Q4 | $345K | Hold |
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|
2013
Q3 | $320K | Buy |
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