Vickerman Investment 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 | $543K | Hold |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $230K | Hold |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $544K | Buy |
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