VIA
Vickerman Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Hold |
5,907
| – | – | 0.12% | 61 |
|
|
2025
Q1 | $503K | Buy |
5,907
+3,308
| +127% | +$281K | 0.11% | 64 |
|
|
2024
Q4 | $230K | Hold |
2,599
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $229K | Sell |
2,599
-56
| -2% | -$4.94K | 0.07% | 64 |
|
|
2024
Q2 | $215K | Sell |
2,655
-10
| -0.4% | -$811 | 0.07% | 63 |
|
|
2024
Q1 | $224K | Sell |
2,665
-49
| -2% | -$4.12K | 0.07% | 64 |
|
|
2023
Q4 | $211K | Buy |
+2,714
| New | +$211K | 0.07% | 64 |
|
|
2023
Q3 | – | Sell |
-2,744
| Closed | -$200K | – | 65 |
|
|
2023
Q2 | $200K | Sell |
2,744
-184
| -6% | -$13.4K | 0.08% | 66 |
|
|
2023
Q1 | $205K | Sell |
2,928
-172
| -6% | -$12K | 0.08% | 70 |
|
|
2022
Q4 | $209K | Sell |
3,100
-892
| -22% | -$60.2K | 0.09% | 70 |
|
|
2022
Q3 | $248K | Sell |
3,992
-145
| -4% | -$9.01K | 0.12% | 64 |
|
|
2022
Q2 | $267K | Sell |
4,137
-1,984
| -32% | -$128K | 0.13% | 67 |
|
|
2022
Q1 | $436K | Sell |
6,121
-65
| -1% | -$4.63K | 0.19% | 65 |
|
|
2021
Q4 | $513K | Sell |
6,186
-767
| -11% | -$63.6K | 0.21% | 63 |
|
|
2021
Q3 | $544K | Buy |
+6,953
| New | +$544K | 0.22% | 65 |
|