WPA
West Paces Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
15,262
| – | – | 0.3% | 43 |
|
|
2025
Q1 | $1.3M | Hold |
15,262
| – | – | 0.3% | 45 |
|
|
2024
Q4 | $1.35M | Hold |
15,262
| – | – | 0.33% | 40 |
|
|
2024
Q3 | $1.35M | Hold |
15,262
| – | – | 0.33% | 41 |
|
|
2024
Q2 | $1.24M | Hold |
15,262
| – | – | 0.32% | 43 |
|
|
2024
Q1 | $1.28M | Hold |
15,262
| – | – | 0.34% | 38 |
|
|
2023
Q4 | $1.19M | Hold |
15,262
| – | – | 0.33% | 40 |
|
|
2023
Q3 | $1.06M | Sell |
15,262
-56
| -0.4% | -$3.88K | 0.33% | 43 |
|
|
2023
Q2 | $1.12M | Hold |
15,318
| – | – | 0.33% | 44 |
|
|
2023
Q1 | $1.07M | Sell |
15,318
-1,583
| -9% | -$111K | 0.33% | 42 |
|
|
2022
Q4 | $1.14M | Buy |
16,901
+56
| +0.3% | +$3.78K | 0.36% | 43 |
|
|
2022
Q3 | $1.05M | Hold |
16,845
| – | – | 0.37% | 43 |
|
|
2022
Q2 | $1.09M | Hold |
16,845
| – | – | 0.37% | 39 |
|
|
2022
Q1 | $1.31M | Buy |
16,845
+150
| +0.9% | +$11.7K | 0.41% | 35 |
|
|
2021
Q4 | $1.39M | Sell |
16,695
-100
| -0.6% | -$8.3K | 0.43% | 34 |
|
|
2021
Q3 | $1.31M | Hold |
16,795
| – | – | 0.46% | 33 |
|
|
2021
Q2 | $1.33M | Sell |
16,795
-206
| -1% | -$16.3K | 0.49% | 31 |
|
|
2021
Q1 | $1.26M | Buy |
17,001
+406
| +2% | +$30K | 0.51% | 31 |
|
|
2020
Q4 | $1.14M | Buy |
16,595
+200
| +1% | +$13.7K | 0.51% | 31 |
|
|
2020
Q3 | $941K | Buy |
16,395
+544
| +3% | +$31.2K | 0.48% | 38 |
|
|
2020
Q2 | $850K | Buy |
15,851
+1,350
| +9% | +$72.4K | 0.46% | 39 |
|
|
2020
Q1 | $626K | Buy |
14,501
+110
| +0.8% | +$4.75K | 0.4% | 49 |
|
|
2019
Q4 | $858K | Buy |
14,391
+1,868
| +15% | +$111K | 0.47% | 46 |
|
|
2019
Q3 | $701K | Buy |
12,523
+883
| +8% | +$49.4K | 0.42% | 50 |
|
|
2019
Q2 | $650K | Hold |
11,640
| – | – | 0.41% | 52 |
|
|
2019
Q1 | $628K | Hold |
11,640
| – | – | 0.44% | 53 |
|
|
2018
Q4 | $541K | Buy |
11,640
+9,110
| +360% | +$423K | 0.42% | 58 |
|
|
2018
Q3 | $558K | Hold |
2,530
| – | – | 0.4% | 61 |
|
|
2018
Q2 | $537K | Hold |
2,530
| – | – | 0.4% | 61 |
|
|
2018
Q1 | $522K | Hold |
2,530
| – | – | 0.39% | 58 |
|
|
2017
Q4 | $527K | Hold |
2,530
| – | – | 0.39% | 65 |
|
|
2017
Q3 | $499K | Hold |
2,530
| – | – | 0.38% | 62 |
|
|
2017
Q2 | $486K | Hold |
2,530
| – | – | 0.39% | 65 |
|
|
2017
Q1 | $474K | Hold |
2,530
| – | – | 0.38% | 64 |
|
|
2016
Q4 | $453K | Buy |
+2,530
| New | +$453K | 0.42% | 60 |
|