Rehmann Capital Advisory Group’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 | $736K | Buy |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $725K | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $666K | Buy |
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|
2020
Q4 | $504K | Sell |
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|
2020
Q3 | $443K | Sell |
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $776K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $604K | Buy |
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|
2019
Q1 | $552K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $369K | Buy |
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|
2018
Q2 | $354K | Sell |
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|
2018
Q1 | $376K | Buy |
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|
2017
Q4 | $377K | Buy |
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|
2017
Q3 | $223K | Buy |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $858K | Buy |
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