William Frels - Mairs & Power
Holding/activity history for iShares Russell Mid-Cap ETF (IWR)
← All IWR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $78.36–84.26 · VW $81.06i | SEC | |
| 2024 Q1 | 2,385 | <0.01 | Buy | <0.01 | $75.00–84.33 · VW $79.27i | $200,555 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $62.28–79.04 · VW $70.61i | SEC | |
| 2022 Q1 | 5,439 | <0.01 | Reduce 7.25% | <0.01 | $71.12–83.36 · VW $76.67i | $424,000 | SEC |
| 2021 Q4 | 5,864 | <0.01 | Add 75.15% | <0.01 | $77.90–85.55 · VW $81.63i | $487,000 | SEC |
| 2021 Q3 | 3,348 | <0.01 | $78.26 | $262,000 | SEC | ||
| 2021 Q2 | 3,348 | <0.01 | Buy | <0.01 | $74.40–79.80 · VW $77.51i | $265,000 | SEC |
| 2019 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $53.35–57.50 · VW $55.95i | SEC | |
| 2019 Q2 | 12,860 | 0.01 | $55.83 | $718,000 | SEC | ||
| 2019 Q1 | 12,860 | 0.01 | Reduce 6.40% | <0.01 | $45.36–54.32 · VW $51.86i | $694,000 | SEC |
| 2018 Q4 | 13,740 | 0.01 | $46.51 | $639,000 | SEC | ||
| 2018 Q3 | 13,740 | 0.01 | $55.10 | $757,000 | SEC | ||
| 2018 Q2 | 13,740 | 0.01 | $53.06 | $729,000 | SEC | ||
| 2018 Q1 | 13,740 | 0.01 | $51.60 | $709,000 | SEC | ||
| 2017 Q4 | 13,740 | 0.01 | Reduce 4.85% | <0.01 | $49.26–52.43 · VW $50.91i | $715,000 | SEC |
| 2017 Q3 | 14,440 | 0.01 | $49.31 | $712,000 | SEC | ||
| 2017 Q2 | 14,440 | 0.01 | $48.06 | $694,000 | SEC | ||
| 2017 Q1 | 14,440 | 0.01 | $46.82 | $676,000 | SEC | ||
| 2016 Q4 | 14,440 | 0.01 | $44.74 | $646,000 | SEC | ||
| 2016 Q3 | 14,440 | 0.01 | Reduce 10.22% | <0.01 | $41.19–44.17 · VW $43.33i | $629,000 | SEC |
| 2016 Q2 | 16,084 | 0.01 | $42.03 | $676,000 | SEC | ||
| 2016 Q1 | 16,084 | 0.01 | Reduce 12.42% | <0.01 | $34.66–40.87 · VW $37.71i | $655,000 | SEC |
| 2015 Q4 | 18,364 | 0.01 | Add 232.44% | <0.01 | $38.35–42.01 · VW $40.61i | $735,000 | SEC |
| 2015 Q3 | 5,524 | <0.01 | $38.92 | $215,000 | SEC | ||
| 2015 Q2 | 5,524 | <0.01 | Buy | <0.01 | $42.45–44.08 · VW $43.19i | $235,000 | SEC |
| 2015 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $40.39–44.12 · VW $42.33i | SEC | |
| 2014 Q4 | 6,064 | <0.01 | $41.72 | $253,000 | SEC | ||
| 2014 Q3 | 6,064 | <0.01 | Reduce 17.83% | <0.01 | $38.83–41.33 · VW $40.07i | $240,000 | SEC |
| 2014 Q2 | 7,380 | <0.01 | Reduce 3.40% | <0.01 | $37.05–40.64 · VW $38.99i | $300,000 | SEC |
| 2014 Q1 | 7,640 | <0.01 | Reduce 4.98% | <0.01 | $35.72–39.48 · VW $37.77i | $296,000 | SEC |
| 2013 Q4 | 8,040 | <0.01 | $37.44 | $301,000 | SEC | ||
| 2013 Q3 | 8,040 | 0.01 | Buy | 0.01 | $32.44–35.63 · VW $33.99i | $280,000 | SEC |
| 2011 Q4 | 0 | 0.00 | Sell 100.00% | 0.03 | $20.69–25.72 · VW $24.19i | SEC | |
| 2011 Q3 | 44,960 | 0.03 | $22.07 | $992,000 | SEC | ||
| 2011 Q2 | 44,960 | 0.02 | $27.34 | $1,229,000 | SEC | ||
| 2011 Q1 | 44,960 | 0.03 | $27.25 | $1,225,000 | SEC | ||
| 2010 Q4 | 44,960 | 0.03 | Buy | 0.03 | $22.34–25.58 · VW $23.83i | $1,144,000 | SEC |
Price snapshot:
Current price$109.78
52-week low$90.20
52-week high$111.43