Patton Fund 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 | $15.9M | Sell |
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|
2025
Q2 | $15.2M | Buy |
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|
2025
Q1 | $13.8M | Sell |
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|
2024
Q4 | $14.3M | Sell |
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|
2024
Q3 | $14.7M | Sell |
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|
2024
Q2 | $13.7M | Sell |
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|
2024
Q1 | $14.5M | Sell |
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|
2023
Q4 | $13.6M | Sell |
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|
2023
Q3 | $12.3M | Sell |
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|
2023
Q2 | $13.2M | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $11.2M | Sell |
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|
2022
Q2 | $12.2M | Buy |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $12.8M | Sell |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $8.1M | Buy |
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|
2021
Q1 | $7.04M | Sell |
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|
2020
Q4 | $6.92M | Sell |
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|
2020
Q3 | $6.32M | Sell |
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|
2020
Q2 | $6.04M | Sell |
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|
2020
Q1 | $5.33M | Buy |
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|
2019
Q4 | $6.51M | Buy |
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|
2019
Q3 | $5.94M | Buy |
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|
2019
Q2 | $5.64M | Buy |
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