AmeriServ Wealth Advisors’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 | $841K | Buy |
9,141
+61
| +0.7% | +$5.61K | 0.42% | 30 |
|
|
2025
Q1 | $772K | Buy |
+9,080
| New | +$772K | 0.45% | 28 |
|
|
2014
Q1 | – | Sell |
-11,720
| Closed | -$439K | – | 155 |
|
|
2013
Q4 | $439K | Sell |
11,720
-2,000
| -15% | -$74.9K | 0.26% | 106 |
|
|
2013
Q3 | $477K | Sell |
13,720
-1,200
| -8% | -$41.7K | 0.3% | 101 |
|
|
2013
Q2 | $484K | Buy |
+14,920
| New | +$484K | 0.31% | 92 |
|