Vanguard Personalized Indexing Management’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 | $804K | Sell |
8,738
-4,255
| -33% | -$391K | 0.01% | 977 |
|
|
2025
Q1 | $1.11M | Hold |
12,993
| – | – | 0.02% | 734 |
|
|
2024
Q4 | $1.15M | Sell |
12,993
-2,159
| -14% | -$191K | 0.02% | 712 |
|
|
2024
Q3 | $1.34M | Buy |
15,152
+67
| +0.4% | +$5.91K | 0.02% | 631 |
|
|
2024
Q2 | $1.22M | Buy |
15,085
+2,374
| +19% | +$192K | 0.02% | 591 |
|
|
2024
Q1 | $1.07M | Sell |
12,711
-1,679
| -12% | -$141K | 0.02% | 627 |
|
|
2023
Q4 | $1.12M | Buy |
14,390
+779
| +6% | +$60.6K | 0.03% | 587 |
|
|
2023
Q3 | $943K | Sell |
13,611
-138
| -1% | -$9.56K | 0.03% | 586 |
|
|
2023
Q2 | $1M | Sell |
13,749
-57
| -0.4% | -$4.16K | 0.03% | 568 |
|
|
2023
Q1 | $965K | Sell |
13,806
-547
| -4% | -$38.2K | 0.03% | 554 |
|
|
2022
Q4 | $968K | Buy |
14,353
+606
| +4% | +$40.9K | 0.04% | 519 |
|
|
2022
Q3 | $854K | Hold |
13,747
| – | – | 0.04% | 542 |
|
|
2022
Q2 | $889K | Hold |
13,747
| – | – | 0.04% | 521 |
|
|
2022
Q1 | $1.07M | Hold |
13,747
| – | – | 0.05% | 414 |
|
|
2021
Q4 | $1.14M | Hold |
13,747
| – | – | 0.07% | 326 |
|
|
2021
Q3 | $1.08M | Hold |
13,747
| – | – | 0.1% | 208 |
|
|
2021
Q2 | $1.09M | Buy |
13,747
+7,600
| +124% | +$602K | 0.11% | 178 |
|
|
2021
Q1 | $454K | Buy |
+6,147
| New | +$454K | 0.07% | 346 |
|