Smith, Moore & Co’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 | $2.69M | Sell |
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|
2025
Q2 | $2.59M | Sell |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $2.46M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $558K | Sell |
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|
2020
Q2 | $535K | Buy |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $653K | Buy |
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|
2018
Q4 | $448K | Buy |
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|
2018
Q3 | $443K | Hold |
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|
2018
Q2 | $426K | Buy |
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|
2018
Q1 | $319K | Hold |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $386K | Buy |
|
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|
2017
Q2 | $363K | Hold |
|
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|
2017
Q1 | $353K | Hold |
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|
2016
Q4 | $338K | Hold |
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|
2016
Q3 | $329K | Hold |
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|
2016
Q2 | $318K | Sell |
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|
2016
Q1 | $336K | Hold |
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|
2015
Q4 | $330K | Sell |
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|
2015
Q3 | $345K | Buy |
|