Townsend Asset 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 | $349K | Buy |
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|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | $185K | Sell |
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|
2019
Q4 | $256K | Buy |
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