Stratos Investment 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
Q3 | $5.76M | Buy |
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|
2025
Q2 | $649K | Buy |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $2.36M | Buy |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $373K | Buy |
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