Osborne Partners Capital Management’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 | $637K | Hold |
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|
2025
Q2 | $607K | Hold |
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|
2025
Q1 | $561K | Hold |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $555K | Hold |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $302K | Buy |
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