Waldron Private Wealth’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
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $929K | Sell |
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|
2024
Q4 | $968K | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $602K | Hold |
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|
2023
Q4 | $557K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $463K | Hold |
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|
2022
Q1 | $559K | Hold |
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|
2021
Q4 | $594K | Hold |
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|
2021
Q3 | $560K | Sell |
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|
2021
Q2 | $571K | Hold |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $383K | Hold |
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|
2020
Q1 | $309K | Hold |
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|
2019
Q4 | $427K | Buy |
|