Welch & Forbes’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 | $2.2M | Buy |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $2M | Hold |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.43M | Hold |
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|
2023
Q2 | $1.51M | Hold |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $907K | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.28M | Hold |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $927K | Buy |
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|
2020
Q1 | $683K | Buy |
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|
2019
Q4 | $756K | Buy |
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|
2019
Q3 | $690K | Hold |
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|
2019
Q2 | $689K | Hold |
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|
2019
Q1 | $665K | Sell |
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|
2018
Q4 | $607K | Hold |
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|
2018
Q3 | $720K | Hold |
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|
2018
Q2 | $693K | Sell |
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|
2018
Q1 | $800K | Buy |
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|
2017
Q4 | $768K | Sell |
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|
2017
Q3 | $734K | Sell |
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|
2017
Q2 | $749K | Hold |
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|
2017
Q1 | $730K | Sell |
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|
2016
Q4 | $716K | Sell |
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|
2016
Q3 | $759K | Sell |
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|
2016
Q2 | $741K | Hold |
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|
2016
Q1 | $718K | Sell |
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|
2015
Q4 | $924K | Sell |
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|
2015
Q3 | $1.02M | Sell |
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|
2015
Q2 | $1.12M | Hold |
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|
2015
Q1 | $1.14M | Hold |
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|
2014
Q4 | $1.1M | Sell |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.73M | Buy |
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|
2014
Q1 | $1.09M | Hold |
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|
2013
Q4 | $1.06M | Hold |
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|
2013
Q3 | $982K | Buy |
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