American National Bank & Trust’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 | $848K | Buy |
9,217
+600
| +7% | +$55.2K | 0.09% | 121 |
|
2025
Q1 | $733K | Buy |
8,617
+2,750
| +47% | +$234K | 0.08% | 120 |
|
2024
Q4 | $519K | Hold |
5,867
| – | – | 0.06% | 137 |
|
2024
Q3 | $517K | Sell |
5,867
-3,939
| -40% | -$347K | 0.06% | 132 |
|
2024
Q2 | $795K | Buy |
9,806
+630
| +7% | +$51.1K | 0.1% | 110 |
|
2024
Q1 | $772K | Hold |
9,176
| – | – | 0.1% | 112 |
|
2023
Q4 | $713K | Sell |
9,176
-241
| -3% | -$18.7K | 0.11% | 99 |
|
2023
Q3 | $652K | Buy |
9,417
+3,000
| +47% | +$208K | 0.11% | 98 |
|
2023
Q2 | $469K | Hold |
6,417
| – | – | 0.08% | 117 |
|
2023
Q1 | $449K | Hold |
6,417
| – | – | 0.08% | 112 |
|
2022
Q4 | $433K | Hold |
6,417
| – | – | 0.09% | 107 |
|
2022
Q3 | $399K | Buy |
+6,417
| New | +$399K | 0.1% | 101 |
|