1SB
IWR icon

1ST Source Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
16,935
-40
-0.2% -$3.68K 0.09% 106
2025
Q1
$1.44M Sell
16,975
-430
-2% -$36.6K 0.09% 109
2024
Q4
$1.54M Sell
17,405
-50
-0.3% -$4.42K 0.09% 106
2024
Q3
$1.54M Buy
17,455
+701
+4% +$61.8K 0.09% 108
2024
Q2
$1.36M Buy
16,754
+2,956
+21% +$240K 0.08% 112
2024
Q1
$1.16M Sell
13,798
-135
-1% -$11.4K 0.07% 122
2023
Q4
$1.08M Hold
13,933
0.07% 123
2023
Q3
$965K Sell
13,933
-550
-4% -$38.1K 0.07% 127
2023
Q2
$1.06M Sell
14,483
-425
-3% -$31K 0.07% 124
2023
Q1
$1.04M Sell
14,908
-475
-3% -$33.2K 0.07% 126
2022
Q4
$1.04M Hold
15,383
0.07% 128
2022
Q3
$956K Sell
15,383
-20
-0.1% -$1.24K 0.07% 130
2022
Q2
$996K Sell
15,403
-200
-1% -$12.9K 0.07% 130
2022
Q1
$1.22M Sell
15,603
-100
-0.6% -$7.81K 0.07% 124
2021
Q4
$1.3M Sell
15,703
-180
-1% -$14.9K 0.08% 122
2021
Q3
$1.24M Sell
15,883
-224
-1% -$17.5K 0.08% 120
2021
Q2
$1.28M Sell
16,107
-419
-3% -$33.2K 0.08% 120
2021
Q1
$1.22M Sell
16,526
-390
-2% -$28.8K 0.08% 118
2020
Q4
$1.16M Buy
16,916
+200
+1% +$13.7K 0.08% 119
2020
Q3
$959K Hold
16,716
0.08% 119
2020
Q2
$896K Buy
16,716
+96
+0.6% +$5.15K 0.08% 122
2020
Q1
$717K Sell
16,620
-96
-0.6% -$4.14K 0.07% 122
2019
Q4
$997K Hold
16,716
0.07% 119
2019
Q3
$935K Sell
16,716
-192
-1% -$10.7K 0.08% 118
2019
Q2
$945K Sell
16,908
-100
-0.6% -$5.59K 0.08% 117
2019
Q1
$918K Hold
17,008
0.08% 114
2018
Q4
$791K Buy
17,008
+12,723
+297% +$592K 0.08% 112
2018
Q3
$945K Sell
4,285
-4,239
-50% -$935K 0.07% 117
2018
Q2
$1.81M Sell
8,524
-50
-0.6% -$10.6K 0.15% 80
2018
Q1
$1.77M Hold
8,574
0.15% 82
2017
Q4
$1.79M Hold
8,574
0.15% 87
2017
Q3
$1.69M Buy
8,574
+107
+1% +$21.1K 0.14% 89
2017
Q2
$1.63M Sell
8,467
-50
-0.6% -$9.61K 0.14% 88
2017
Q1
$1.59M Buy
8,517
+4,425
+108% +$828K 0.14% 88
2016
Q4
$732K Hold
4,092
0.07% 131
2016
Q3
$713K Sell
4,092
-315
-7% -$54.9K 0.08% 128
2016
Q2
$741K Buy
4,407
+125
+3% +$21K 0.08% 126
2016
Q1
$698K Hold
4,282
0.08% 128
2015
Q4
$686K Buy
4,282
+150
+4% +$24K 0.08% 126
2015
Q3
$643K Buy
4,132
+295
+8% +$45.9K 0.07% 155
2015
Q2
$653K Sell
3,837
-133
-3% -$22.6K 0.07% 144
2015
Q1
$687K Sell
3,970
-10
-0.3% -$1.73K 0.08% 133
2014
Q4
$665K Buy
3,980
+167
+4% +$27.9K 0.08% 129
2014
Q3
$604K Hold
3,813
0.08% 126
2014
Q2
$620K Buy
3,813
+51
+1% +$8.29K 0.08% 131
2014
Q1
$582K Buy
3,762
+900
+31% +$139K 0.08% 132
2013
Q4
$429K Sell
2,862
-25
-0.9% -$3.75K 0.06% 150
2013
Q3
$401K Buy
2,887
+902
+45% +$125K 0.06% 158
2013
Q2
$258K Buy
+1,985
New +$258K 0.04% 171