Sigma Investment Counselors’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 | $25.2M | Buy |
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2025
Q1 | $22.5M | Sell |
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2024
Q4 | $23.4M | Sell |
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2024
Q3 | $23.5M | Sell |
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2024
Q2 | $21.8M | Sell |
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2024
Q1 | $22.8M | Sell |
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2023
Q4 | $21.5M | Sell |
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2023
Q3 | $19.8M | Buy |
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2023
Q2 | $20.7M | Buy |
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2023
Q1 | $19.6M | Sell |
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2022
Q4 | $19.4M | Sell |
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2022
Q3 | $18M | Buy |
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2022
Q2 | $18.1M | Buy |
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2022
Q1 | $19.8M | Sell |
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2021
Q4 | $21.4M | Buy |
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2021
Q3 | $20.2M | Buy |
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2021
Q2 | $20.1M | Sell |
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2021
Q1 | $18.8M | Sell |
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2020
Q4 | $17.7M | Buy |
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2020
Q3 | $6.49M | Sell |
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2020
Q2 | $14.2M | Buy |
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2020
Q1 | $9.59M | Buy |
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2019
Q4 | $9.09M | Sell |
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2019
Q3 | $8.58M | Sell |
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2019
Q2 | $8.62M | Sell |
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2019
Q1 | $8.5M | Buy |
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2018
Q4 | $7.32M | Buy |
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2018
Q3 | $2.68M | Sell |
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2018
Q2 | $2.64M | Sell |
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2018
Q1 | $2.67M | Sell |
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2017
Q4 | $2.81M | Sell |
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2017
Q3 | $2.88M | Sell |
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2017
Q2 | $2.88M | Sell |
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2017
Q1 | $2.97M | Sell |
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2016
Q4 | $3.12M | Sell |
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2016
Q3 | $3.09M | Sell |
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2016
Q2 | $3M | Sell |
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2016
Q1 | $3.13M | Buy |
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2015
Q4 | $2.61M | Buy |
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2015
Q3 | $2.38M | Buy |
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2015
Q2 | $2.31M | Sell |
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2015
Q1 | $2.36M | Sell |
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2014
Q4 | $2.33M | Sell |
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2014
Q3 | $2.26M | Sell |
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2014
Q2 | $2.44M | Sell |
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2014
Q1 | $2.43M | Sell |
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2013
Q4 | $2.36M | Sell |
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2013
Q3 | $2.84M | Sell |
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2013
Q2 | $2.67M | Buy |
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