Winthrop Advisory 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
Q3 | $1.3M | Buy |
|
|||||
|
2025
Q2 | $950K | Sell |
|
|||||
|
2025
Q1 | $892K | Buy |
|
|||||
|
2024
Q4 | $926K | Sell |
|
|||||
|
2024
Q3 | $927K | Sell |
|
|||||
|
2024
Q2 | $860K | Buy |
|
|||||
|
2024
Q1 | $883K | Sell |
|
|||||
|
2023
Q4 | $3.72M | Buy |
|
|||||
|
2023
Q3 | $674K | Hold |
|
|||||
|
2023
Q2 | $708K | Sell |
|
|||||
|
2023
Q1 | $723K | Buy |
|
|||||
|
2022
Q4 | $697K | Sell |
|
|||||
|
2022
Q3 | $1.16M | Buy |
|
|||||
|
2022
Q2 | $1.12M | Buy |
|
|||||
|
2022
Q1 | $551K | Buy |
|
|||||
|
2021
Q4 | $586K | Buy |
|
|||||
|
2021
Q3 | $552K | Buy |
|
|||||
|
2021
Q2 | $559K | Buy |
|
|||||
|
2021
Q1 | $428K | Buy |
|
|||||
|
2020
Q4 | $406K | Buy |
|
|||||
|
2020
Q3 | $342K | Sell |
|
|||||
|
2020
Q2 | $345K | Sell |
|
|||||
|
2020
Q1 | $278K | Sell |
|
|||||
|
2019
Q4 | $1.77M | Buy |
|
|||||
|
2019
Q3 | $1.64M | Buy |
|
|||||
|
2019
Q2 | $1.63M | Buy |
|
|||||
|
2019
Q1 | $1.59M | Sell |
|
|||||
|
2018
Q4 | $2.35M | Buy |
|
|||||
|
2018
Q3 | $451K | Sell |
|
|||||
|
2018
Q2 | $451K | Hold |
|
|||||
|
2018
Q1 | $438K | Sell |
|
|||||
|
2017
Q4 | $474K | Buy |
|