Bell Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Hold |
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|
2025
Q2 | $398K | Hold |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $298K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $218K | Buy |
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