Select Equity Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,749
| Closed | -$999K | – | 157 |
|
|
2025
Q1 | $999K | Buy |
11,749
+1,641
| +16% | +$140K | ﹤0.01% | 141 |
|
|
2024
Q4 | $894K | Buy |
+10,108
| New | +$894K | ﹤0.01% | 135 |
|
|
2024
Q1 | – | Sell |
-55,885
| Closed | -$4.34M | – | 154 |
|
|
2023
Q4 | $4.34M | Buy |
+55,885
| New | +$4.34M | 0.02% | 114 |
|
|
2023
Q1 | – | Sell |
-67,863
| Closed | -$4.58M | – | 172 |
|
|
2022
Q4 | $4.58M | Buy |
67,863
+62,685
| +1,211% | +$4.23M | 0.02% | 113 |
|
|
2022
Q3 | $322K | Buy |
+5,178
| New | +$322K | ﹤0.01% | 160 |
|
|
2022
Q1 | – | Sell |
-3,809
| Closed | -$316K | – | 170 |
|
|
2021
Q4 | $316K | Buy |
+3,809
| New | +$316K | ﹤0.01% | 157 |
|
|
2019
Q1 | – | Sell |
-87,673
| Closed | -$4.08M | – | 94 |
|
|
2018
Q4 | $4.08M | Buy |
+87,673
| New | +$4.08M | 0.03% | 87 |
|
|
2018
Q1 | – | Sell |
-86,636
| Closed | -$4.51M | – | 87 |
|
|
2017
Q4 | $4.51M | Buy |
+86,636
| New | +$4.51M | 0.04% | 86 |
|
|
2017
Q1 | – | Sell |
-150,364
| Closed | -$6.72M | – | 95 |
|
|
2016
Q4 | $6.72M | Buy |
+150,364
| New | +$6.72M | 0.06% | 82 |
|