Windsor Capital Management’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 | $596K | Hold |
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|
2025
Q2 | $567K | Hold |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $650K | Sell |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $581K | Hold |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $645K | Sell |
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|
2021
Q4 | $712K | Buy |
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|
2021
Q3 | $671K | Sell |
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|
2021
Q2 | $704K | Sell |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $747K | Sell |
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|
2020
Q3 | $629K | Sell |
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|
2020
Q2 | $606K | Sell |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $413K | Sell |
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|
2019
Q2 | $424K | Buy |
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|
2019
Q1 | $409K | Buy |
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|
2018
Q4 | $352K | Buy |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $406K | Hold |
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|
2018
Q1 | $395K | Sell |
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|
2017
Q4 | $422K | Sell |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $393K | Buy |
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|
2017
Q1 | $356K | Sell |
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|
2016
Q4 | $371K | Sell |
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|
2016
Q3 | $366K | Sell |
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|
2016
Q2 | $379K | Hold |
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|
2016
Q1 | $367K | Sell |
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|
2015
Q4 | $397K | Sell |
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|
2015
Q3 | $423K | Sell |
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|
2015
Q2 | $489K | Hold |
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|
2015
Q1 | $497K | Sell |
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|
2014
Q4 | $485K | Hold |
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|
2014
Q3 | $459K | Buy |
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|
2014
Q2 | $471K | Buy |
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|
2014
Q1 | $439K | Sell |
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|
2013
Q4 | $431K | Sell |
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|
2013
Q3 | $412K | Buy |
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|
2013
Q2 | $385K | Buy |
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