O'Shaughnessy Asset 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
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $925K | Sell |
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|
2024
Q2 | $858K | Buy |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $609K | Sell |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $548K | Buy |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $605K | Hold |
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|
2021
Q3 | $570K | Hold |
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|
2021
Q2 | $578K | Hold |
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|
2021
Q1 | $539K | Hold |
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|
2020
Q4 | $500K | Buy |
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