Stegner Investment Associates’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 | $32.8M | Buy |
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|
2025
Q1 | $28.1M | Buy |
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|
2024
Q4 | $28.4M | Sell |
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|
2024
Q3 | $29.5M | Sell |
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|
2024
Q2 | $27.7M | Sell |
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|
2024
Q1 | $29.2M | Sell |
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|
2023
Q4 | $27.2M | Sell |
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|
2023
Q3 | $24.9M | Buy |
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|
2023
Q2 | $26.1M | Buy |
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|
2023
Q1 | $24.8M | Sell |
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|
2022
Q4 | $24.7M | Sell |
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|
2022
Q3 | $23.9M | Buy |
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|
2022
Q2 | $23.4M | Buy |
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|
2022
Q1 | $27.5M | Buy |
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|
2021
Q4 | $28.4M | Buy |
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|
2021
Q3 | $26.3M | Buy |
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|
2021
Q2 | $26.3M | Sell |
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|
2021
Q1 | $25M | Sell |
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|
2020
Q4 | $23.2M | Sell |
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|
2020
Q3 | $19.5M | Buy |
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