Plante Moran Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
9,437
+614
| +7% | +$56.5K | 0.06% | 53 |
|
|
2025
Q1 | $751K | Sell |
8,823
-111
| -1% | -$9.44K | 0.06% | 55 |
|
|
2024
Q4 | $790K | Sell |
8,934
-519
| -5% | -$45.9K | 0.07% | 57 |
|
|
2024
Q3 | $833K | Sell |
9,453
-214
| -2% | -$18.9K | 0.07% | 53 |
|
|
2024
Q2 | $784K | Sell |
9,667
-5,254
| -35% | -$426K | 0.08% | 54 |
|
|
2024
Q1 | $1.25M | Sell |
14,921
-512
| -3% | -$43.1K | 0.13% | 38 |
|
|
2023
Q4 | $1.2M | Sell |
15,433
-862
| -5% | -$67K | 0.13% | 42 |
|
|
2023
Q3 | $1.13M | Sell |
16,295
-11
| -0.1% | -$762 | 0.14% | 39 |
|
|
2023
Q2 | $1.19M | Sell |
16,306
-812
| -5% | -$59.3K | 0.14% | 40 |
|
|
2023
Q1 | $1.2M | Hold |
17,118
| – | – | 0.16% | 38 |
|
|
2022
Q4 | $1.15M | Buy |
17,118
+1,350
| +9% | +$91.1K | 0.17% | 43 |
|
|
2022
Q3 | $980K | Sell |
15,768
-2,760
| -15% | -$172K | 0.17% | 41 |
|
|
2022
Q2 | $1.2M | Sell |
18,528
-261
| -1% | -$16.9K | 0.2% | 42 |
|
|
2022
Q1 | $1.47M | Sell |
18,789
-756
| -4% | -$59K | 0.27% | 35 |
|
|
2021
Q4 | $1.62M | Buy |
19,545
+1,322
| +7% | +$110K | 0.27% | 33 |
|
|
2021
Q3 | $1.43M | Buy |
18,223
+727
| +4% | +$56.9K | 0.32% | 33 |
|
|
2021
Q2 | $1.39M | Buy |
17,496
+461
| +3% | +$36.5K | 0.34% | 32 |
|
|
2021
Q1 | $1.26M | Sell |
17,035
-1,037
| -6% | -$76.6K | 0.34% | 39 |
|
|
2020
Q4 | $1.24M | Hold |
18,072
| – | – | 0.38% | 36 |
|
|
2020
Q3 | $1.04M | Sell |
18,072
-688
| -4% | -$39.5K | 0.36% | 40 |
|
|
2020
Q2 | $1.01M | Buy |
18,760
+680
| +4% | +$36.5K | 0.4% | 36 |
|
|
2020
Q1 | $781K | Sell |
18,080
-7,176
| -28% | -$310K | 0.36% | 42 |
|
|
2019
Q4 | $1.51M | Hold |
25,256
| – | – | 0.52% | 24 |
|
|
2019
Q3 | $1.41M | Buy |
25,256
+116
| +0.5% | +$6.49K | 0.41% | 35 |
|
|
2019
Q2 | $1.41M | Buy |
25,140
+24
| +0.1% | +$1.34K | 0.43% | 33 |
|
|
2019
Q1 | $1.36M | Buy |
25,116
+7,176
| +40% | +$387K | 0.42% | 33 |
|
|
2018
Q4 | $834K | Hold |
17,940
| – | – | 0.29% | 54 |
|
|
2018
Q3 | $989K | Hold |
17,940
| – | – | 0.32% | 44 |
|
|
2018
Q2 | $952K | Hold |
17,940
| – | – | 0.48% | 42 |
|
|
2018
Q1 | $926K | Sell |
17,940
-332
| -2% | -$17.1K | 0.5% | 40 |
|
|
2017
Q4 | $951K | Buy |
18,272
+440
| +2% | +$22.9K | 0.53% | 40 |
|
|
2017
Q3 | $879K | Hold |
17,832
| – | – | 0.52% | 42 |
|
|
2017
Q2 | $856K | Sell |
17,832
-452
| -2% | -$21.7K | 0.54% | 42 |
|
|
2017
Q1 | $856K | Hold |
18,284
| – | – | 0.52% | 42 |
|
|
2016
Q4 | $818K | Hold |
18,284
| – | – | 0.51% | 38 |
|
|
2016
Q3 | $797K | Buy |
18,284
+3,212
| +21% | +$140K | 0.54% | 37 |
|
|
2016
Q2 | $634K | Hold |
15,072
| – | – | 0.46% | 40 |
|
|
2016
Q1 | $614K | Hold |
15,072
| – | – | 0.47% | 45 |
|
|
2015
Q4 | $604K | Buy |
15,072
+40
| +0.3% | +$1.6K | 0.45% | 50 |
|
|
2015
Q3 | $585K | Hold |
15,032
| – | – | 0.46% | 49 |
|
|
2015
Q2 | $640K | Buy |
15,032
+2,760
| +22% | +$118K | 0.46% | 51 |
|
|
2015
Q1 | $531K | Buy |
12,272
+2,760
| +29% | +$119K | 0.37% | 61 |
|
|
2014
Q4 | $397K | Buy |
9,512
+464
| +5% | +$19.4K | 0.29% | 66 |
|
|
2014
Q3 | $358K | Buy |
9,048
+7,688
| +565% | +$304K | 0.31% | 62 |
|
|
2014
Q2 | $55K | Buy |
1,360
+1,084
| +393% | +$43.8K | 0.05% | 221 |
|
|
2014
Q1 | $11K | Buy |
+276
| New | +$11K | 0.01% | 347 |
|