Valmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Buy |
29,732
+2,426
| +9% | +$242K | 0.03% | 195 |
|
|
2025
Q4 | $2.63M | Buy |
27,306
+240
| +0.9% | +$23.1K | 0.03% | 205 |
|
|
2025
Q3 | $2.61M | Buy |
27,066
+188
| +0.7% | +$17.8K | 0.03% | 193 |
|
|
2025
Q2 | $2.47M | Buy |
26,878
+573
| +2% | +$49.5K | 0.03% | 195 |
|
|
2025
Q1 | $2.24M | Sell |
26,305
-485
| -2% | -$43.3K | 0.03% | 195 |
|
|
2024
Q4 | $2.37M | Sell |
26,790
-752
| -3% | -$68.3K | 0.04% | 180 |
|
|
2024
Q3 | $2.43M | Buy |
27,542
+982
| +4% | +$82.7K | 0.04% | 172 |
|
|
2024
Q2 | $2.15M | Buy |
26,560
+725
| +3% | +$59K | 0.04% | 167 |
|
|
2024
Q1 | $2.17M | Buy |
25,835
+2,357
| +10% | +$187K | 0.04% | 163 |
|
|
2023
Q4 | $1.82M | Buy |
23,478
+654
| +3% | +$46.5K | 0.03% | 178 |
|
|
2023
Q3 | $1.58M | Buy |
22,824
+5,554
| +32% | +$405K | 0.03% | 170 |
|
|
2023
Q2 | $1.26M | Buy |
17,270
+1,125
| +7% | +$78.3K | 0.03% | 194 |
|
|
2023
Q1 | $1.13M | Buy |
16,145
+257
| +2% | +$18.1K | 0.02% | 206 |
|
|
2022
Q4 | $1.07M | Buy |
15,888
+351
| +2% | +$23.7K | 0.02% | 203 |
|
|
2022
Q3 | $966K | Sell |
15,537
-30
| -0.2% | -$2.06K | 0.02% | 192 |
|
|
2022
Q2 | $1.01M | Buy |
15,567
+341
| +2% | +$24.3K | 0.02% | 191 |
|
|
2022
Q1 | $1.19M | Buy |
15,226
+1,102
| +8% | +$84.8K | 0.02% | 187 |
|
|
2021
Q4 | $1.17M | Hold |
14,124
| – | – | 0.02% | 181 |
|
|
2021
Q3 | $1.1M | Buy |
14,124
+90
| +0.6% | +$7.21K | 0.02% | 179 |
|
|
2021
Q2 | $1.11M | Sell |
14,034
-414
| -3% | -$32.1K | 0.02% | 174 |
|
|
2021
Q1 | $1.07M | Sell |
14,448
-104
| -0.7% | -$7.52K | 0.02% | 177 |
|
|
2020
Q4 | $998K | Buy |
14,552
+1,053
| +8% | +$67.1K | 0.02% | 168 |
|
|
2020
Q3 | $775K | Sell |
13,499
-316
| -2% | -$18K | 0.02% | 149 |
|
|
2020
Q2 | $740K | Sell |
13,815
-651
| -5% | -$32.6K | 0.02% | 139 |
|
|
2020
Q1 | $624K | Sell |
14,466
-571
| -4% | -$31.4K | 0.02% | 133 |
|
|
2019
Q4 | $897K | Buy |
15,037
+221
| +1% | +$12.7K | 0.02% | 104 |
|
|
2019
Q3 | $829K | Buy |
14,816
+279
| +2% | +$15.6K | 0.02% | 112 |
|
|
2019
Q2 | $812K | Buy |
14,537
+67
| +0.5% | +$3.68K | 0.02% | 108 |
|
|
2019
Q1 | $781K | Sell |
14,470
-1,254
| -8% | -$65K | 0.02% | 108 |
|
|
2018
Q4 | $731K | Sell |
15,724
-152
| -1% | -$7.67K | 0.02% | 102 |
|
|
2018
Q3 | $875K | Sell |
15,876
-704
| -4% | -$38.6K | 0.02% | 94 |
|
|
2018
Q2 | $879K | Sell |
16,580
-5,128
| -24% | -$270K | 0.02% | 87 |
|
|
2018
Q1 | $1.12M | Sell |
21,708
-5,288
| -20% | -$279K | 0.02% | 74 |
|
|
2017
Q4 | $1.41M | Buy |
+26,996
| New | +$1.37M | 0.03% | 66 |
|
Other funds holding IWR
