Waverly 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
Q3 | $17.1M | Buy |
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|
2025
Q2 | $15.9M | Buy |
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|
2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $3.33M | Buy |
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|
2024
Q1 | $3.08M | Buy |
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|
2023
Q4 | $2.46M | Sell |
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|
2023
Q3 | $2.23M | Sell |
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|
2023
Q2 | $2.36M | Buy |
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|
2023
Q1 | $2.24M | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $2.01M | Buy |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $820K | Buy |
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|
2021
Q3 | $853K | Sell |
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|
2021
Q2 | $827K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $749K | Buy |
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|
2020
Q3 | $587K | Buy |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $619K | Sell |
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|
2019
Q3 | $585K | Sell |
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|
2019
Q2 | $615K | Buy |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $393K | Sell |
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|
2018
Q3 | $503K | Hold |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $469K | Sell |
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|
2017
Q4 | $472K | Buy |
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|
2017
Q3 | $438K | Buy |
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|
2017
Q2 | $425K | Sell |
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|
2017
Q1 | $424K | Buy |
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|
2016
Q4 | $390K | Buy |
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|
2016
Q3 | $380K | Sell |
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|
2016
Q2 | $369K | Hold |
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|
2016
Q1 | $358K | Buy |
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|
2015
Q4 | $350K | Buy |
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|
2015
Q3 | $320K | Buy |
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|
2015
Q2 | $327K | Sell |
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|
2015
Q1 | $343K | Sell |
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|
2014
Q4 | $332K | Buy |
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|
2014
Q3 | $313K | Sell |
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|
2014
Q2 | $409K | Hold |
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|
2014
Q1 | $389K | Sell |
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|
2013
Q4 | $389K | Buy |
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|
2013
Q3 | $359K | Buy |
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