NorthRock Partners’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 | $51.5M | Buy |
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|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $3.79M | Sell |
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|
2024
Q1 | $7.22M | Sell |
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|
2023
Q4 | $9.02M | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $811K | Buy |
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|
2021
Q3 | $733K | Sell |
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|
2021
Q2 | $742K | Sell |
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|
2021
Q1 | $699K | Sell |
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|
2020
Q4 | $713K | Sell |
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|
2020
Q3 | $680K | Sell |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $5.01M | Sell |
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|
2019
Q3 | $10.5M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $327K | Hold |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $318K | Buy |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $218K | Buy |
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