Blue Trust Inc’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 | $1.09M | Sell |
11,845
-2,350
| -17% | -$216K | 0.01% | 255 |
|
|
2025
Q1 | $1.21M | Sell |
14,195
-3,601
| -20% | -$306K | 0.02% | 218 |
|
|
2024
Q4 | $1.57M | Buy |
17,796
+2,969
| +20% | +$262K | 0.02% | 182 |
|
|
2024
Q3 | $1.2M | Buy |
14,827
+1,831
| +14% | +$148K | 0.02% | 232 |
|
|
2024
Q2 | $1.09M | Hold |
12,996
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $1.09M | Sell |
12,996
-461
| -3% | -$38.8K | 0.02% | 172 |
|
|
2023
Q4 | $932K | Sell |
13,457
-5,803
| -30% | -$402K | 0.01% | 168 |
|
|
2023
Q3 | $1.41M | Buy |
19,260
+36
| +0.2% | +$2.63K | 0.02% | 142 |
|
|
2023
Q2 | $1.35M | Sell |
19,224
-1,219
| -6% | -$85.3K | 0.02% | 136 |
|
|
2023
Q1 | $1.38M | Buy |
20,443
+906
| +5% | +$61.1K | 0.02% | 161 |
|
|
2022
Q4 | $1.21M | Buy |
19,537
+11,394
| +140% | +$708K | 0.02% | 160 |
|
|
2022
Q3 | $527K | Buy |
8,143
+83
| +1% | +$5.37K | 0.01% | 200 |
|
|
2022
Q2 | $629K | Buy |
+8,060
| New | +$629K | 0.01% | 171 |
|