Verdence Capital Advisors’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 | $11.1M | Buy |
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|
2025
Q1 | $9.55M | Buy |
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|
2024
Q4 | $7.95M | Buy |
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|
2024
Q3 | $6.86M | Buy |
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|
2024
Q2 | $6.14M | Buy |
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|
2024
Q1 | $6.34M | Sell |
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|
2023
Q4 | $7.61M | Buy |
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|
2023
Q3 | $5.63M | Buy |
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|
2023
Q2 | $5.84M | Sell |
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|
2023
Q1 | $5.93M | Sell |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | $5.58M | Buy |
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|
2022
Q2 | $5.78M | Buy |
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|
2022
Q1 | $6.41M | Sell |
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|
2021
Q4 | $8.49M | Buy |
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|
2021
Q3 | $5.99M | Buy |
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|
2021
Q2 | $5.93M | Sell |
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|
2021
Q1 | $5.65M | Buy |
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|
2020
Q4 | $5.1M | Buy |
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|
2020
Q3 | $4.04M | Sell |
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|
2020
Q2 | $4.16M | Buy |
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|
2020
Q1 | $2.79M | Buy |
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|
2019
Q4 | $2.07M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $808K | Buy |
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