Twele Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $984K | Hold |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.79M | Hold |
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|
2022
Q3 | $2.57M | Sell |
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|
2022
Q2 | $2.94M | Hold |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $3.77M | Sell |
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|
2021
Q3 | $3.59M | Buy |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $1.49M | Buy |
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