Palisade 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 | $524K | Sell |
|
|||||
|
2025
Q1 | $486K | Hold |
|
|||||
|
2024
Q4 | $505K | Buy |
|
|||||
|
2024
Q3 | $503K | Buy |
|
|||||
|
2024
Q2 | $459K | Buy |
|
|||||
|
2024
Q1 | $476K | Buy |
|
|||||
|
2023
Q4 | $420K | Hold |
|
|||||
|
2023
Q3 | $374K | Hold |
|
|||||
|
2023
Q2 | $394K | Hold |
|
|||||
|
2023
Q1 | $377K | Hold |
|
|||||
|
2022
Q4 | $364K | Hold |
|
|||||
|
2022
Q3 | $335K | Sell |
|
|||||
|
2022
Q2 | $354K | Sell |
|
|||||
|
2022
Q1 | $429K | Hold |
|
|||||
|
2021
Q4 | $457K | Hold |
|
|||||
|
2021
Q3 | $430K | Hold |
|
|||||
|
2021
Q2 | $436K | Buy |
|
|||||
|
2021
Q1 | $401K | Buy |
|
|||||
|
2020
Q4 | $370K | Hold |
|
|||||
|
2020
Q3 | $310K | Hold |
|
|||||
|
2020
Q2 | $289K | Sell |
|
|||||
|
2020
Q1 | $266K | Sell |
|
|||||
|
2019
Q4 | $391K | Sell |
|
|||||
|
2019
Q3 | $399K | Hold |
|
|||||
|
2019
Q2 | $399K | Hold |
|
|||||
|
2019
Q1 | $385K | Sell |
|
|||||
|
2018
Q4 | $334K | Sell |
|
|||||
|
2018
Q3 | $406K | Hold |
|
|||||
|
2018
Q2 | $391K | Hold |
|
|||||
|
2018
Q1 | $380K | Sell |
|
|||||
|
2017
Q4 | $438K | Buy |
|