Optimum Investment 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
Q3 | $923K | Sell |
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|
2025
Q2 | $922K | Buy |
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|
2025
Q1 | $823K | Sell |
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|
2024
Q4 | $882K | Buy |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $336K | Sell |
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|
2019
Q3 | $863K | Sell |
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|
2019
Q2 | $870K | Buy |
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|
2019
Q1 | $840K | Buy |
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|
2018
Q4 | $663K | Sell |
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|
2018
Q3 | $929K | Sell |
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|
2018
Q2 | $946K | Buy |
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|
2018
Q1 | $776K | Buy |
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|
2017
Q4 | $705K | Sell |
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|
2017
Q3 | $677K | Buy |
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|
2017
Q2 | $515K | Hold |
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|
2017
Q1 | $502K | Buy |
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|
2016
Q4 | $396K | Buy |
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|
2015
Q1 | $49K | Hold |
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|
2014
Q4 | $47K | Hold |
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|
2014
Q3 | $44K | Hold |
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|
2014
Q2 | $46K | Hold |
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|
2014
Q1 | $43K | Sell |
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|
2013
Q4 | $47K | Buy |
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|
2013
Q3 | $39K | Buy |
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