Plante Moran Financial Advisors’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 | $917K | Buy |
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|
2025
Q2 | $868K | Buy |
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|
2025
Q1 | $751K | Sell |
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|
2024
Q4 | $790K | Sell |
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|
2024
Q3 | $833K | Sell |
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|
2024
Q2 | $784K | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.2M | Hold |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $980K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.24M | Hold |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $781K | Sell |
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|
2019
Q4 | $1.51M | Hold |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $834K | Hold |
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|
2018
Q3 | $989K | Hold |
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|
2018
Q2 | $952K | Hold |
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|
2018
Q1 | $926K | Sell |
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|
2017
Q4 | $951K | Buy |
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|
2017
Q3 | $879K | Hold |
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|
2017
Q2 | $856K | Sell |
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|
2017
Q1 | $856K | Hold |
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|
2016
Q4 | $818K | Hold |
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|
2016
Q3 | $797K | Buy |
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|
2016
Q2 | $634K | Hold |
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|
2016
Q1 | $614K | Hold |
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|
2015
Q4 | $604K | Buy |
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|
2015
Q3 | $585K | Hold |
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|
2015
Q2 | $640K | Buy |
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|
2015
Q1 | $531K | Buy |
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|
2014
Q4 | $397K | Buy |
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|
2014
Q3 | $358K | Buy |
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|
2014
Q2 | $55K | Buy |
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|
2014
Q1 | $11K | Buy |
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