Wellington Management Group’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
Q2 | – | Sell |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $371K | Hold |
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|
2024
Q3 | $370K | Hold |
|
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|
2024
Q2 | $341K | Hold |
|
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|
2024
Q1 | $353K | Hold |
|
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|
2023
Q4 | $326K | Hold |
|
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $294K | Hold |
|
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $349K | Hold |
|
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $235K | Buy |
|