Thompson Siegel & Walmsley’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 | $659K | Hold |
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|
2025
Q1 | $610K | Hold |
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|
2024
Q4 | $634K | Hold |
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|
2024
Q3 | $632K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $573K | Hold |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $889K | Hold |
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|
2023
Q2 | $937K | Hold |
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|
2023
Q1 | $897K | Hold |
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|
2022
Q4 | $866K | Hold |
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|
2022
Q3 | $798K | Hold |
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|
2022
Q2 | $830K | Hold |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $1M | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $949K | Hold |
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|
2020
Q4 | $880K | Hold |
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|
2020
Q3 | $736K | Hold |
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|
2020
Q2 | $688K | Hold |
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|
2020
Q1 | $554K | Hold |
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|
2019
Q4 | $765K | Hold |
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|
2019
Q3 | $718K | Hold |
|
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|
2019
Q2 | $717K | Hold |
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|
2019
Q1 | $692K | Hold |
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|
2018
Q4 | $596K | Hold |
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|
2018
Q3 | $707K | Hold |
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|
2018
Q2 | $681K | Hold |
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|
2018
Q1 | $662K | Hold |
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|
2017
Q4 | $668K | Hold |
|
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|
2017
Q3 | $632K | Hold |
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|
2017
Q2 | $616K | Hold |
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|
2017
Q1 | $600K | Hold |
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|
2016
Q4 | $574K | Hold |
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|
2016
Q3 | $559K | Hold |
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|
2016
Q2 | $540K | Hold |
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|
2016
Q1 | $523K | Hold |
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|
2015
Q4 | $514K | Hold |
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|
2015
Q3 | $499K | Hold |
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|
2015
Q2 | $546K | Hold |
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|
2015
Q1 | $555K | Hold |
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|
2014
Q4 | $536K | Hold |
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|
2014
Q3 | $508K | Hold |
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|
2014
Q2 | $521K | Hold |
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|
2014
Q1 | $496K | Hold |
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|
2013
Q4 | $481K | Hold |
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|
2013
Q3 | $446K | Hold |
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|
2013
Q2 | $417K | Buy |
|