West Paces Advisors’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 | $1.4M | Hold |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.35M | Hold |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.28M | Hold |
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|
2023
Q4 | $1.19M | Hold |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.05M | Hold |
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|
2022
Q2 | $1.09M | Hold |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.31M | Hold |
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|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $941K | Buy |
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|
2020
Q2 | $850K | Buy |
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|
2020
Q1 | $626K | Buy |
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|
2019
Q4 | $858K | Buy |
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|
2019
Q3 | $701K | Buy |
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|
2019
Q2 | $650K | Hold |
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|
2019
Q1 | $628K | Hold |
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|
2018
Q4 | $541K | Buy |
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|
2018
Q3 | $558K | Hold |
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|
2018
Q2 | $537K | Hold |
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|
2018
Q1 | $522K | Hold |
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|
2017
Q4 | $527K | Hold |
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|
2017
Q3 | $499K | Hold |
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $474K | Hold |
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|
2016
Q4 | $453K | Buy |
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