Okabena Investment Services’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 | $1.11M | Hold |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Buy |
|
|||||
|
2024
Q3 | $1.03M | Hold |
|
|||||
|
2024
Q2 | $945K | Hold |
|
|||||
|
2024
Q1 | $980K | Hold |
|
|||||
|
2023
Q4 | $906K | Buy |
|
|||||
|
2023
Q3 | $738K | Hold |
|
|||||
|
2023
Q2 | $778K | Hold |
|
|||||
|
2023
Q1 | $745K | Hold |
|
|||||
|
2022
Q4 | $718K | Sell |
|
|||||
|
2022
Q3 | $724K | Hold |
|
|||||
|
2022
Q2 | $753K | Hold |
|
|||||
|
2022
Q1 | $909K | Hold |
|
|||||
|
2021
Q4 | $967K | Buy |
|
|||||
|
2021
Q3 | $63K | Hold |
|
|||||
|
2021
Q2 | $63K | Hold |
|
|||||
|
2021
Q1 | $59K | Hold |
|
|||||
|
2020
Q4 | $55K | Hold |
|
|||||
|
2020
Q3 | $46K | Hold |
|
|||||
|
2020
Q2 | $43K | Buy |
|