Operose Advisors’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 | $970K | Buy |
|
|||||
|
2025
Q1 | $897K | Buy |
|
|||||
|
2024
Q4 | $922K | Buy |
|
|||||
|
2024
Q3 | $918K | Buy |
|
|||||
|
2024
Q2 | $844K | Buy |
|
|||||
|
2024
Q1 | $875K | Buy |
|
|||||
|
2023
Q4 | $809K | Buy |
|
|||||
|
2023
Q3 | $719K | Buy |
|
|||||
|
2023
Q2 | $723K | Hold |
|
|||||
|
2023
Q1 | $692K | Sell |
|
|||||
|
2022
Q4 | $725K | Buy |
|
|||||
|
2022
Q3 | $568K | Hold |
|
|||||
|
2022
Q2 | $591K | Hold |
|
|||||
|
2022
Q1 | $713K | Hold |
|
|||||
|
2021
Q4 | $759K | Buy |
|