Stegner Investment Associates’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 | $32.8M | Buy |
356,643
+26,029
| +8% | +$2.39M | 20.1% | 2 |
|
|
2025
Q1 | $28.1M | Buy |
330,614
+9,668
| +3% | +$822K | 19.66% | 2 |
|
|
2024
Q4 | $28.4M | Sell |
320,946
-14,274
| -4% | -$1.26M | 18.78% | 2 |
|
|
2024
Q3 | $29.5M | Sell |
335,220
-6,295
| -2% | -$555K | 20.08% | 2 |
|
|
2024
Q2 | $27.7M | Sell |
341,515
-5,778
| -2% | -$468K | 19.92% | 2 |
|
|
2024
Q1 | $29.2M | Sell |
347,293
-3,263
| -0.9% | -$274K | 21.39% | 2 |
|
|
2023
Q4 | $27.2M | Sell |
350,556
-8,665
| -2% | -$674K | 21.6% | 2 |
|
|
2023
Q3 | $24.9M | Buy |
359,221
+1,872
| +0.5% | +$130K | 21.49% | 2 |
|
|
2023
Q2 | $26.1M | Buy |
357,349
+1,827
| +0.5% | +$133K | 21.45% | 2 |
|
|
2023
Q1 | $24.8M | Sell |
355,522
-11,188
| -3% | -$781K | 21.77% | 2 |
|
|
2022
Q4 | $24.7M | Sell |
366,710
-8,154
| -2% | -$550K | 22.69% | 2 |
|
|
2022
Q3 | $23.9M | Buy |
374,864
+12,193
| +3% | +$777K | 22.95% | 2 |
|
|
2022
Q2 | $23.5M | Buy |
362,671
+9,726
| +3% | +$629K | 22.53% | 2 |
|
|
2022
Q1 | $27.5M | Buy |
352,945
+11,322
| +3% | +$884K | 21.71% | 2 |
|
|
2021
Q4 | $28.4M | Buy |
341,623
+4,864
| +1% | +$404K | 20.19% | 2 |
|
|
2021
Q3 | $26.3M | Buy |
336,759
+4,683
| +1% | +$366K | 19.92% | 2 |
|
|
2021
Q2 | $26.3M | Sell |
332,076
-6,306
| -2% | -$500K | 19.78% | 2 |
|
|
2021
Q1 | $25M | Sell |
338,382
-640
| -0.2% | -$47.3K | 20.28% | 2 |
|
|
2020
Q4 | $23.2M | Sell |
339,022
-1,302
| -0.4% | -$89.3K | 19.7% | 2 |
|
|
2020
Q3 | $19.5M | Buy |
+340,324
| New | +$19.5M | 19.15% | 2 |
|