Rehmann Capital Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$736K	Buy	8,001 +3,568	+80%	+$328K	0.04%	273
2025 Q1	$377K	Sell	4,433 -965	-18%	-$82.1K	0.02%	427
2024 Q4	$477K	Buy	5,398 +1,015	+23%	+$89.7K	0.03%	360
2024 Q3	$386K	Buy	4,383 +71	+2%	+$6.26K	0.03%	400
2024 Q2	$350K	Sell	4,312 -81	-2%	-$6.57K	0.03%	410
2024 Q1	$369K	Sell	4,393 -324	-7%	-$27.2K	0.03%	383
2023 Q4	$367K	Sell	4,717 -241	-5%	-$18.7K	0.03%	380
2023 Q3	$343K	Buy	4,958 +16	+0.3%	+$1.11K	0.03%	370
2023 Q2	$361K	Sell	4,942 -454	-8%	-$33.2K	0.03%	377
2023 Q1	$377K	Sell	5,396 -1,663	-24%	-$116K	0.04%	362
2022 Q4	$476K	Sell	7,059 -1,032	-13%	-$69.6K	0.05%	302
2022 Q3	$503K	Sell	8,091 -1,481	-15%	-$92.1K	0.06%	286
2022 Q2	$619K	Buy	9,572 +285	+3%	+$18.4K	0.07%	247
2022 Q1	$725K	Sell	9,287 -4,280	-32%	-$334K	0.07%	253
2021 Q4	$1.13M	Buy	13,567 +5,227	+63%	+$434K	0.1%	179
2021 Q3	$652K	Buy	8,340 +260	+3%	+$20.3K	0.06%	267
2021 Q2	$640K	Sell	8,080 -933	-10%	-$73.9K	0.06%	259
2021 Q1	$666K	Buy	9,013 +1,664	+23%	+$123K	0.07%	235
2020 Q4	$504K	Sell	7,349 -366	-5%	-$25.1K	0.06%	264
2020 Q3	$443K	Sell	7,715 -443	-5%	-$25.4K	0.06%	264
2020 Q2	$437K	Sell	8,158 -9,807	-55%	-$526K	0.06%	257
2020 Q1	$776K	Buy	+17,965	New	+$776K	0.13%	137
2019 Q3	–	Sell	-10,818	Closed	-$604K	–	1920
2019 Q2	$604K	Buy	10,818 +578	+6%	+$32.3K	0.07%	212
2019 Q1	$552K	Buy	+10,240	New	+$552K	0.07%	202
2018 Q4	–	Sell	-6,692	Closed	-$369K	–	1996
2018 Q3	$369K	Buy	6,692 +12	+0.2%	+$662	0.05%	266
2018 Q2	$354K	Sell	6,680 -612	-8%	-$32.5K	0.05%	262
2018 Q1	$376K	Buy	7,292 +52	+0.7%	+$2.68K	0.06%	234
2017 Q4	$377K	Buy	7,240 +2,724	+60%	+$142K	0.06%	240
2017 Q3	$223K	Buy	4,516 +136	+3%	+$6.72K	0.04%	336
2017 Q2	$210K	Hold	4,380	–	–	0.04%	340
2017 Q1	$205K	Sell	4,380 -14,804	-77%	-$693K	0.03%	374
2016 Q4	$858K	Buy	+19,184	New	+$858K	0.16%	128