Tolleson Wealth 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
Q2 | $6.48M | Sell |
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|
2025
Q1 | $6M | Sell |
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|
2024
Q4 | $6.49M | Sell |
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|
2024
Q3 | $6.49M | Sell |
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|
2024
Q2 | $5.98M | Sell |
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|
2024
Q1 | $6.24M | Sell |
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|
2023
Q4 | $5.83M | Sell |
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|
2023
Q3 | $5.35M | Sell |
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|
2023
Q2 | $5.76M | Sell |
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $5.46M | Hold |
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|
2022
Q3 | $5.03M | Sell |
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|
2022
Q2 | $5.3M | Hold |
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|
2022
Q1 | $6.4M | Sell |
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|
2021
Q4 | $7M | Sell |
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|
2021
Q3 | $7.54M | Sell |
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|
2021
Q2 | $7.77M | Hold |
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|
2021
Q1 | $7.25M | Sell |
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|
2020
Q4 | $6.73M | Buy |
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|
2020
Q3 | $5.63M | Buy |
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|
2020
Q2 | $4.1M | Buy |
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|
2020
Q1 | $3.26M | Hold |
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|
2019
Q4 | $4.5M | Hold |
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|
2019
Q3 | $4.23M | Buy |
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