Rockefeller Capital Management’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 | $65.5M | Sell |
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|
2025
Q2 | $62.9M | Sell |
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|
2025
Q1 | $67.7M | Buy |
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|
2024
Q4 | $65M | Buy |
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|
2024
Q3 | $48.6M | Buy |
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|
2024
Q2 | $44.1M | Buy |
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|
2024
Q1 | $45.6M | Sell |
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|
2023
Q4 | $42.2M | Sell |
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|
2023
Q3 | $38M | Buy |
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|
2023
Q2 | $36.5M | Buy |
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|
2023
Q1 | $23.5M | Buy |
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|
2022
Q4 | $22.6M | Buy |
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|
2022
Q3 | $18M | Buy |
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|
2022
Q2 | $18.1M | Buy |
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|
2022
Q1 | $20.2M | Buy |
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|
2021
Q4 | $17.9M | Buy |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $2.79M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | $170K | Sell |
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|
2018
Q3 | $209K | Buy |
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|
2018
Q2 | $64K | Hold |
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|
2018
Q1 | $61K | Buy |
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