Valley National Advisers’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 | $175K | Sell |
|
|||||
|
2025
Q2 | $357K | Hold |
|
|||||
|
2025
Q1 | $330K | Hold |
|
|||||
|
2024
Q4 | $343K | Hold |
|
|||||
|
2024
Q3 | $342K | Hold |
|
|||||
|
2024
Q2 | $315K | Sell |
|
|||||
|
2024
Q1 | $360K | Sell |
|
|||||
|
2023
Q4 | $348K | Hold |
|
|||||
|
2023
Q3 | $310K | Hold |
|
|||||
|
2023
Q2 | $328K | Hold |
|
|||||
|
2023
Q1 | $313K | Sell |
|
|||||
|
2022
Q4 | $371K | Buy |
|
|||||
|
2022
Q3 | $340K | Buy |
|
|||||
|
2022
Q2 | $350K | Buy |
|
|||||
|
2022
Q1 | $409K | Buy |
|
|||||
|
2021
Q4 | $435K | Buy |
|
|||||
|
2021
Q3 | $409K | Hold |
|
|||||
|
2021
Q2 | $415K | Sell |
|
|||||
|
2021
Q1 | $389K | Hold |
|
|||||
|
2020
Q4 | $361K | Buy |
|
|||||
|
2020
Q3 | $302K | Sell |
|
|||||
|
2020
Q2 | $296K | Buy |
|
|||||
|
2020
Q1 | $238K | Hold |
|
|||||
|
2019
Q4 | $329K | Hold |
|
|||||
|
2019
Q3 | $309K | Hold |
|
|||||
|
2019
Q2 | $308K | Hold |
|
|||||
|
2019
Q1 | $298K | Hold |
|
|||||
|
2018
Q4 | $257K | Hold |
|
|||||
|
2018
Q3 | $304K | Hold |
|
|||||
|
2018
Q2 | $293K | Hold |
|
|||||
|
2018
Q1 | $285K | Hold |
|
|||||
|
2017
Q4 | $287K | Hold |
|
|||||
|
2017
Q3 | $272K | Hold |
|
|||||
|
2017
Q2 | $265K | Sell |
|
|||||
|
2017
Q1 | $260K | Buy |
|
|||||
|
2016
Q4 | $245K | Hold |
|
|||||
|
2016
Q3 | $239K | Sell |
|
|||||
|
2016
Q2 | $529K | Hold |
|
|||||
|
2016
Q1 | $512K | Sell |
|
|||||
|
2015
Q4 | $577K | Sell |
|
|||||
|
2015
Q3 | $580K | Buy |
|
|||||
|
2015
Q2 | $634K | Hold |
|
|||||
|
2015
Q1 | $645K | Buy |
|
|||||
|
2014
Q4 | $372K | Buy |
|