Orion Portfolio Solutions’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
Q1 | $951K | Sell |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $733K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $631K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $27K | Buy |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $279K | Buy |
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