Wellington Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,200
| Closed | -$357K | – | 1965 |
|
|
2025
Q1 | $357K | Hold |
4,200
| – | – | ﹤0.01% | 1852 |
|
|
2024
Q4 | $371K | Hold |
4,200
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q3 | $370K | Hold |
4,200
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q2 | $341K | Hold |
4,200
| – | – | ﹤0.01% | 1810 |
|
|
2024
Q1 | $353K | Hold |
4,200
| – | – | ﹤0.01% | 1827 |
|
|
2023
Q4 | $326K | Hold |
4,200
| – | – | ﹤0.01% | 1753 |
|
|
2023
Q3 | $291K | Hold |
4,200
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q2 | $307K | Hold |
4,200
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q1 | $294K | Hold |
4,200
| – | – | ﹤0.01% | 1927 |
|
|
2022
Q4 | $283K | Hold |
4,200
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q3 | $261K | Hold |
4,200
| – | – | ﹤0.01% | 1936 |
|
|
2022
Q2 | $272K | Hold |
4,200
| – | – | ﹤0.01% | 1968 |
|
|
2022
Q1 | $328K | Hold |
4,200
| – | – | ﹤0.01% | 2000 |
|
|
2021
Q4 | $349K | Hold |
4,200
| – | – | ﹤0.01% | 2048 |
|
|
2021
Q3 | $329K | Hold |
4,200
| – | – | ﹤0.01% | 2025 |
|
|
2021
Q2 | $333K | Hold |
4,200
| – | – | ﹤0.01% | 2008 |
|
|
2021
Q1 | $311K | Hold |
4,200
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q4 | $288K | Hold |
4,200
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q3 | $241K | Hold |
4,200
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q2 | $225K | Buy |
+4,200
| New | +$225K | ﹤0.01% | 1792 |
|
|
2020
Q1 | – | Sell |
-4,200
| Closed | -$250K | – | 1981 |
|
|
2019
Q4 | $250K | Hold |
4,200
| – | – | ﹤0.01% | 1966 |
|
|
2019
Q3 | $235K | Hold |
4,200
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q2 | $235K | Buy |
+4,200
| New | +$235K | ﹤0.01% | 2008 |
|