Stonegate Investment Group’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 | $9.98M | Hold |
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|
2025
Q2 | $9.5M | Sell |
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|
2025
Q1 | $9.57M | Sell |
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|
2024
Q4 | $10M | Buy |
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|
2024
Q3 | $9.54M | Sell |
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|
2024
Q2 | $8.89M | Buy |
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|
2024
Q1 | $9.11M | Hold |
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|
2023
Q4 | $8.42M | Sell |
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|
2023
Q3 | $7.51M | Hold |
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|
2023
Q2 | $7.92M | Hold |
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|
2023
Q1 | $7.58M | Buy |
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|
2022
Q4 | $7.14M | Hold |
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|
2022
Q3 | $6.58M | Sell |
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|
2022
Q2 | $8.37M | Buy |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $356K | Buy |
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