Northeast 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 | $406K | Hold |
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|
2025
Q2 | $387K | Sell |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $387K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $305K | Sell |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $295K | Sell |
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|
2019
Q2 | $333K | Hold |
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|
2019
Q1 | $321K | Sell |
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|
2018
Q4 | $295K | Hold |
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|
2018
Q3 | $350K | Hold |
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|
2018
Q2 | $337K | Hold |
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|
2018
Q1 | $328K | Hold |
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|
2017
Q4 | $331K | Sell |
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|
2017
Q3 | $317K | Sell |
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|
2017
Q2 | $330K | Buy |
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|
2017
Q1 | $247K | Hold |
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|
2016
Q4 | $236K | Hold |
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|
2016
Q3 | $230K | Sell |
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|
2016
Q2 | $231K | Sell |
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|
2016
Q1 | $239K | Sell |
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|
2015
Q4 | $240K | Hold |
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|
2015
Q3 | $233K | Hold |
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|
2015
Q2 | $255K | Hold |
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|
2015
Q1 | $260K | Hold |
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|
2014
Q4 | $251K | Hold |
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|
2014
Q3 | $238K | Hold |
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|
2014
Q2 | $244K | Hold |
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|
2014
Q1 | $232K | Hold |
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|
2013
Q4 | $225K | Buy |
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