Zacks Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
12,650
-8,804
| -41% | -$810K | 0.01% | 387 |
|
|
2025
Q1 | $1.83M | Sell |
21,454
-33,367
| -61% | -$2.84M | 0.02% | 335 |
|
|
2024
Q4 | $4.85M | Buy |
54,821
+42,428
| +342% | +$3.75M | 0.04% | 221 |
|
|
2024
Q3 | $1.09M | Buy |
12,393
+997
| +9% | +$87.9K | 0.01% | 397 |
|
|
2024
Q2 | $924K | Sell |
11,396
-934
| -8% | -$75.7K | 0.01% | 372 |
|
|
2024
Q1 | $1.04M | Sell |
12,330
-57,824
| -82% | -$4.86M | 0.01% | 397 |
|
|
2023
Q4 | $5.45M | Buy |
70,154
+50,766
| +262% | +$3.95M | 0.07% | 181 |
|
|
2023
Q3 | $1.34M | Buy |
19,388
+4,664
| +32% | +$323K | 0.02% | 331 |
|
|
2023
Q2 | $1.08M | Buy |
14,724
+533
| +4% | +$38.9K | 0.01% | 361 |
|
|
2023
Q1 | $992K | Sell |
14,191
-79,212
| -85% | -$5.54M | 0.01% | 367 |
|
|
2022
Q4 | $6.3M | Buy |
93,403
+64,290
| +221% | +$4.34M | 0.09% | 169 |
|
|
2022
Q3 | $1.81M | Buy |
29,113
+2,600
| +10% | +$162K | 0.03% | 278 |
|
|
2022
Q2 | $1.72M | Buy |
26,513
+8,031
| +43% | +$519K | 0.03% | 275 |
|
|
2022
Q1 | $1.44M | Sell |
18,482
-103,551
| -85% | -$8.08M | 0.02% | 327 |
|
|
2021
Q4 | $10.1M | Buy |
122,033
+104,628
| +601% | +$8.69M | 0.14% | 143 |
|
|
2021
Q3 | $1.36M | Buy |
17,405
+8,205
| +89% | +$642K | 0.02% | 337 |
|
|
2021
Q2 | $729K | Buy |
9,200
+1,840
| +25% | +$146K | 0.01% | 409 |
|
|
2021
Q1 | $544K | Sell |
7,360
-26,287
| -78% | -$1.94M | 0.01% | 416 |
|
|
2020
Q4 | $2.31M | Buy |
+33,647
| New | +$2.31M | 0.04% | 236 |
|
|
2020
Q2 | – | Sell |
-7,265
| Closed | -$314K | – | 543 |
|
|
2020
Q1 | $314K | Sell |
7,265
-48,771
| -87% | -$2.11M | 0.01% | 427 |
|
|
2019
Q4 | $3.34M | Buy |
+56,036
| New | +$3.34M | 0.06% | 188 |
|
|
2019
Q3 | – | Sell |
-6,868
| Closed | -$384K | – | 548 |
|
|
2019
Q2 | $384K | Buy |
6,868
+361
| +6% | +$20.2K | 0.01% | 471 |
|
|
2019
Q1 | $351K | Sell |
6,507
-110,797
| -94% | -$5.98M | 0.01% | 479 |
|
|
2018
Q4 | $5.45M | Buy |
117,304
+112,752
| +2,477% | +$5.24M | 0.13% | 127 |
|
|
2018
Q3 | $251K | Buy |
+4,552
| New | +$251K | 0.01% | 475 |
|
|
2018
Q1 | – | Sell |
-16,988
| Closed | -$884K | – | 567 |
|
|
2017
Q4 | $884K | Buy |
+16,988
| New | +$884K | 0.02% | 427 |
|
|
2017
Q1 | – | Sell |
-5,716
| Closed | -$256K | – | 678 |
|
|
2016
Q4 | $256K | Buy |
+5,716
| New | +$256K | 0.01% | 539 |
|
|
2016
Q2 | – | Sell |
-7,732
| Closed | -$315K | – | 673 |
|
|
2016
Q1 | $315K | Sell |
7,732
-130,052
| -94% | -$5.3M | 0.01% | 490 |
|
|
2015
Q4 | $5.52M | Buy |
+137,784
| New | +$5.52M | 0.18% | 128 |
|
|
2015
Q1 | – | Sell |
-55,824
| Closed | -$2.33M | – | 667 |
|
|
2014
Q4 | $2.33M | Buy |
+55,824
| New | +$2.33M | 0.08% | 176 |
|