Weatherly Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Weatherly Asset Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.13M	Sell
2025 Q2	$2.04M	Hold
2025 Q1	$1.89M	Hold
2024 Q4	$1.96M	Sell
2024 Q3	$2.01M	Hold
2024 Q2	$1.85M	Sell
2024 Q1	$2.04M	Hold
2023 Q4	$1.88M	Hold
2023 Q3	$1.68M	Sell
2023 Q2	$1.8M	Sell
2023 Q1	$1.76M	Sell
2022 Q4	$1.7M	Sell
2022 Q3	$1.57M	Hold
2022 Q2	$1.64M	Sell
2022 Q1	$2.01M	Hold
2021 Q4	$2.14M	Sell
2021 Q3	$2.02M	Hold
2021 Q2	$2.05M	Sell
2021 Q1	$1.93M	Sell
2020 Q4	$1.82M	Sell
2020 Q3	$1.59M	Sell
2020 Q2	$1.63M	Sell
2020 Q1	$1.8M	Sell
2019 Q4	$3.78M	Sell
2019 Q3	$3.77M	Sell
2019 Q2	$4.72M	Sell
2019 Q1	$4.94M	Sell
2018 Q4	$4.91M	Sell
2018 Q3	$5.92M	Sell
2018 Q2	$5.79M	Sell
2018 Q1	$5.82M	Sell
2017 Q4	$6.04M	Sell
2017 Q3	$5.81M	Sell
2017 Q2	$5.85M	Sell
2017 Q1	$5.89M	Sell
2016 Q4	$5.73M	Sell
2016 Q3	$5.68M	Sell
2016 Q2	$5.49M	Sell
2016 Q1	$5.38M	Hold
2015 Q4	$5.29M	Buy
2015 Q3	$4.77M	Buy
2015 Q2	$4.5M	Buy
2015 Q1	$3.41M	Buy
2014 Q4	$2.46M	Sell
2014 Q3	$2.33M	Buy
2014 Q2	$2.4M	Sell
2014 Q1	$2.35M	Sell
2013 Q4	$2.32M	Buy
2013 Q3	$2.11M	Sell
2013 Q2	$1.98M	Buy