West Oak Capital’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 | $4.44K | Hold |
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|
2025
Q2 | $4.23K | Hold |
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|
2025
Q1 | $3.91K | Hold |
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|
2024
Q4 | $4.07M | Hold |
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|
2024
Q3 | $4.05K | Hold |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $340K | Hold |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $199K | Hold |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $248K | Hold |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $237K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $177K | Sell |
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|
2017
Q2 | $200K | Hold |
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|
2017
Q1 | $195K | Hold |
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|
2016
Q4 | $186K | Sell |
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|
2016
Q3 | $192K | Buy |
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|
2016
Q2 | $151K | Hold |
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|
2016
Q1 | $147K | Hold |
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|
2015
Q4 | $144K | Hold |
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|
2015
Q3 | $140K | Hold |
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|
2015
Q2 | $153K | Hold |
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|
2015
Q1 | $156K | Hold |
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|
2014
Q4 | $150K | Hold |
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|
2014
Q3 | $143K | Hold |
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|
2014
Q2 | $146K | Hold |
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|
2014
Q1 | $139K | Hold |
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|
2013
Q4 | $135K | Hold |
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|
2013
Q3 | $125K | Hold |
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|
2013
Q2 | $117K | Buy |
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