Vanguard Personalized Indexing 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
Q2 | $804K | Sell |
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|
2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $943K | Sell |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $968K | Buy |
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|
2022
Q3 | $854K | Hold |
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|
2022
Q2 | $889K | Hold |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $454K | Buy |
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