Obermeyer Wealth 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 | $1M | Hold |
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|
2025
Q2 | $956K | Hold |
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|
2025
Q1 | $884K | Buy |
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|
2024
Q4 | $911K | Hold |
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|
2024
Q3 | $908K | Hold |
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|
2024
Q2 | $835K | Buy |
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|
2024
Q1 | $519K | Hold |
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|
2023
Q4 | $480K | Hold |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $416K | Hold |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $512K | Hold |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $226K | Hold |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Hold |
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|
2018
Q2 | $209K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $91K | Buy |
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