SOL 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
Q2 | $476K | Hold |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $436K | Hold |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $356K | Hold |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $435K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $220K | Buy |
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