Bell Bank’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 | $398K | Hold |
4,331
| – | – | 0.02% | 155 |
|
|
2025
Q1 | $368K | Buy |
4,331
+489
| +13% | +$41.6K | 0.02% | 148 |
|
|
2024
Q4 | $340K | Sell |
3,842
-231
| -6% | -$20.4K | 0.03% | 152 |
|
|
2024
Q3 | $359K | Hold |
4,073
| – | – | 0.04% | 141 |
|
|
2024
Q2 | $330K | Hold |
4,073
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $342K | Hold |
4,073
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $317K | Sell |
4,073
-528
| -11% | -$41K | 0.03% | 154 |
|
|
2023
Q3 | $319K | Hold |
4,601
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $336K | Hold |
4,601
| – | – | 0.04% | 154 |
|
|
2023
Q1 | $322K | Hold |
4,601
| – | – | 0.03% | 156 |
|
|
2022
Q4 | $310K | Hold |
4,601
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $286K | Hold |
4,601
| – | – | 0.04% | 150 |
|
|
2022
Q2 | $298K | Buy |
+4,601
| New | +$298K | 0.04% | 164 |
|
|
2014
Q2 | – | Sell |
-5,640
| Closed | -$218K | – | 161 |
|
|
2014
Q1 | $218K | Buy |
+5,640
| New | +$218K | 0.15% | 162 |
|