Segment Wealth 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 | $623K | Hold |
|
|||||
|
2025
Q2 | $593K | Hold |
|
|||||
|
2025
Q1 | $549K | Buy |
|
|||||
|
2024
Q4 | $553K | Hold |
|
|||||
|
2024
Q3 | $551K | Hold |
|
|||||
|
2024
Q2 | $507K | Hold |
|
|||||
|
2024
Q1 | $526K | Buy |
|
|||||
|
2023
Q4 | $459K | Hold |
|
|||||
|
2023
Q3 | $409K | Hold |
|
|||||
|
2023
Q2 | $431K | Hold |
|
|||||
|
2023
Q1 | $413K | Hold |
|
|||||
|
2022
Q4 | $398K | Hold |
|
|||||
|
2022
Q3 | $367K | Hold |
|
|||||
|
2022
Q2 | $382K | Hold |
|
|||||
|
2022
Q1 | $461K | Hold |
|
|||||
|
2021
Q4 | $490K | Hold |
|
|||||
|
2021
Q3 | $462K | Hold |
|
|||||
|
2021
Q2 | $468K | Hold |
|
|||||
|
2021
Q1 | $437K | Hold |
|
|||||
|
2020
Q4 | $405K | Hold |
|
|||||
|
2020
Q3 | $339K | Sell |
|
|||||
|
2020
Q2 | $436K | Buy |
|
|||||
|
2020
Q1 | $345K | Sell |
|
|||||
|
2019
Q4 | $520K | Buy |
|
|||||
|
2019
Q3 | $448K | Buy |
|
|||||
|
2019
Q2 | $351K | Sell |
|
|||||
|
2019
Q1 | $345K | Buy |
|
|||||
|
2018
Q4 | $295K | Sell |
|
|||||
|
2018
Q3 | $414K | Buy |
|
|||||
|
2018
Q2 | $300K | Sell |
|
|||||
|
2018
Q1 | $295K | Sell |
|
|||||
|
2017
Q4 | $792K | Buy |
|
|||||
|
2017
Q3 | $322K | Buy |
|
|||||
|
2017
Q2 | $313K | Buy |
|