PAM
Palisade Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
5,699
-11
| -0.2% | -$1.01K | 0.05% | 147 |
|
|
2025
Q1 | $486K | Hold |
5,710
| – | – | 0.05% | 154 |
|
|
2024
Q4 | $505K | Buy |
5,710
+1
| +0% | +$88 | 0.05% | 151 |
|
|
2024
Q3 | $503K | Buy |
5,709
+44
| +0.8% | +$3.88K | 0.05% | 152 |
|
|
2024
Q2 | $459K | Buy |
5,665
+1
| +0% | +$81 | 0.05% | 159 |
|
|
2024
Q1 | $476K | Buy |
5,664
+266
| +5% | +$22.4K | 0.05% | 159 |
|
|
2023
Q4 | $420K | Hold |
5,398
| – | – | 0.05% | 155 |
|
|
2023
Q3 | $374K | Hold |
5,398
| – | – | 0.05% | 155 |
|
|
2023
Q2 | $394K | Hold |
5,398
| – | – | 0.05% | 155 |
|
|
2023
Q1 | $377K | Hold |
5,398
| – | – | 0.05% | 154 |
|
|
2022
Q4 | $364K | Hold |
5,398
| – | – | 0.04% | 159 |
|
|
2022
Q3 | $335K | Sell |
5,398
-78
| -1% | -$4.84K | 0.05% | 155 |
|
|
2022
Q2 | $354K | Sell |
5,476
-27
| -0.5% | -$1.75K | 0.05% | 158 |
|
|
2022
Q1 | $429K | Hold |
5,503
| – | – | 0.05% | 155 |
|
|
2021
Q4 | $457K | Hold |
5,503
| – | – | 0.05% | 149 |
|
|
2021
Q3 | $430K | Hold |
5,503
| – | – | 0.05% | 150 |
|
|
2021
Q2 | $436K | Buy |
5,503
+78
| +1% | +$6.18K | 0.05% | 149 |
|
|
2021
Q1 | $401K | Buy |
5,425
+27
| +0.5% | +$2K | 0.05% | 150 |
|
|
2020
Q4 | $370K | Hold |
5,398
| – | – | 0.05% | 149 |
|
|
2020
Q3 | $310K | Hold |
5,398
| – | – | 0.05% | 149 |
|
|
2020
Q2 | $289K | Sell |
5,398
-765
| -12% | -$41K | 0.05% | 151 |
|
|
2020
Q1 | $266K | Sell |
6,163
-402
| -6% | -$17.4K | 0.05% | 152 |
|
|
2019
Q4 | $391K | Sell |
6,565
-571
| -8% | -$34K | 0.06% | 148 |
|
|
2019
Q3 | $399K | Hold |
7,136
| – | – | 0.06% | 137 |
|
|
2019
Q2 | $399K | Hold |
7,136
| – | – | 0.06% | 141 |
|
|
2019
Q1 | $385K | Sell |
7,136
-60
| -0.8% | -$3.24K | 0.06% | 144 |
|
|
2018
Q4 | $334K | Buy |
7,196
+5,355
| +291% | +$249K | 0.05% | 133 |
|
|
2018
Q3 | $406K | Hold |
1,841
| – | – | 0.05% | 131 |
|
|
2018
Q2 | $391K | Hold |
1,841
| – | – | 0.06% | 134 |
|
|
2018
Q1 | $380K | Sell |
1,841
-265
| -13% | -$54.7K | 0.06% | 135 |
|
|
2017
Q4 | $438K | Buy |
+2,106
| New | +$438K | 0.07% | 129 |
|