RIS
Retirement Income Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
24,481
-695
| -3% | -$63.9K | 0.41% | 32 |
|
|
2025
Q1 | $2.14M | Hold |
25,176
| – | – | 0.45% | 29 |
|
|
2024
Q4 | $2.23M | Buy |
25,176
+569
| +2% | +$50.3K | 0.45% | 28 |
|
|
2024
Q3 | $2.17M | Hold |
24,607
| – | – | 0.5% | 28 |
|
|
2024
Q2 | $2M | Sell |
24,607
-4,144
| -14% | -$336K | 0.48% | 30 |
|
|
2024
Q1 | $2.42M | Sell |
28,751
-165
| -0.6% | -$13.9K | 0.55% | 26 |
|
|
2023
Q4 | $2.25M | Buy |
28,916
+1,490
| +5% | +$116K | 0.56% | 27 |
|
|
2023
Q3 | $1.9M | Hold |
27,426
| – | – | 0.53% | 27 |
|
|
2023
Q2 | $2M | Hold |
27,426
| – | – | 0.54% | 27 |
|
|
2023
Q1 | $1.92M | Sell |
27,426
-2,978
| -10% | -$208K | 0.56% | 26 |
|
|
2022
Q4 | $2.05M | Buy |
30,404
+25
| +0.1% | +$1.69K | 0.65% | 23 |
|
|
2022
Q3 | $1.9M | Hold |
30,379
| – | – | 0.68% | 24 |
|
|
2022
Q2 | $1.96M | Buy |
30,379
+5,804
| +24% | +$375K | 0.7% | 21 |
|
|
2022
Q1 | $1.92M | Sell |
24,575
-970
| -4% | -$75.7K | 0.53% | 23 |
|
|
2021
Q4 | $2.12M | Buy |
25,545
+178
| +0.7% | +$14.8K | 0.57% | 23 |
|
|
2021
Q3 | $1.98M | Hold |
25,367
| – | – | 0.66% | 22 |
|
|
2021
Q2 | $2.01M | Sell |
25,367
-1,341
| -5% | -$106K | 0.69% | 21 |
|
|
2021
Q1 | $1.98M | Hold |
26,708
| – | – | 0.68% | 20 |
|
|
2020
Q4 | $1.83M | Sell |
26,708
-147
| -0.5% | -$10.1K | 0.66% | 23 |
|
|
2020
Q3 | $1.54M | Sell |
26,855
-4,486
| -14% | -$257K | 0.68% | 24 |
|
|
2020
Q2 | $1.68M | Buy |
31,341
+22,383
| +250% | +$1.2M | 0.71% | 21 |
|
|
2020
Q1 | $387K | Buy |
8,958
+756
| +9% | +$32.7K | 0.22% | 50 |
|
|
2019
Q4 | $489K | Sell |
8,202
-268
| -3% | -$16K | 0.2% | 48 |
|
|
2019
Q3 | $474K | Sell |
8,470
-1,280
| -13% | -$71.6K | 0.25% | 42 |
|
|
2019
Q2 | $545K | Hold |
9,750
| – | – | 0.29% | 39 |
|
|
2019
Q1 | $526K | Hold |
9,750
| – | – | 0.3% | 39 |
|
|
2018
Q4 | $453K | Buy |
9,750
+8,410
| +628% | +$391K | 0.29% | 37 |
|
|
2018
Q3 | $295K | Hold |
1,340
| – | – | 0.17% | 53 |
|
|
2018
Q2 | $284K | Sell |
1,340
-234
| -15% | -$49.6K | 0.17% | 54 |
|
|
2018
Q1 | $325K | Hold |
1,574
| – | – | 0.2% | 48 |
|
|
2017
Q4 | $328K | Buy |
+1,574
| New | +$328K | 0.19% | 53 |
|