Ulland Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
3,025
| – | – | 0.21% | 53 |
|
|
2025
Q1 | $257K | Hold |
3,025
| – | – | 0.21% | 51 |
|
|
2024
Q4 | $267K | Hold |
3,025
| – | – | 0.17% | 48 |
|
|
2024
Q3 | $267K | Hold |
3,025
| – | – | 0.2% | 52 |
|
|
2024
Q2 | $245K | Sell |
3,025
-35
| -1% | -$2.84K | 0.17% | 52 |
|
|
2024
Q1 | $257K | Sell |
3,060
-240
| -7% | -$20.2K | 0.21% | 51 |
|
|
2023
Q4 | $257K | Hold |
3,300
| – | – | 0.26% | 47 |
|
|
2023
Q3 | $229K | Hold |
3,300
| – | – | 0.25% | 48 |
|
|
2023
Q2 | $241K | Hold |
3,300
| – | – | 0.25% | 49 |
|
|
2023
Q1 | $231K | Hold |
3,300
| – | – | 0.27% | 49 |
|
|
2022
Q4 | $223K | Sell |
3,300
-2,000
| -38% | -$135K | 0.27% | 54 |
|
|
2022
Q3 | $329K | Hold |
5,300
| – | – | 0.36% | 44 |
|
|
2022
Q2 | $343K | Hold |
5,300
| – | – | 0.35% | 47 |
|
|
2022
Q1 | $414K | Hold |
5,300
| – | – | 0.31% | 47 |
|
|
2021
Q4 | $440K | Buy |
+5,300
| New | +$440K | 0.28% | 50 |
|