Boston Trust Walden’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 | $1.81M | Hold |
19,725
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $1.68M | Sell |
19,725
-725
| -4% | -$61.7K | 0.01% | 259 |
|
|
2024
Q4 | $1.81M | Buy |
20,450
+1,125
| +6% | +$99.5K | 0.01% | 260 |
|
|
2024
Q3 | $1.7M | Hold |
19,325
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $1.57M | Hold |
19,325
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $1.63M | Hold |
19,325
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $1.5M | Sell |
19,325
-92
| -0.5% | -$7.15K | 0.01% | 258 |
|
|
2023
Q3 | $1.34M | Hold |
19,417
| – | – | 0.01% | 262 |
|
|
2023
Q2 | $1.42M | Hold |
19,417
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $1.36M | Hold |
19,417
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $1.31M | Hold |
19,417
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $1.21M | Hold |
19,417
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $1.26M | Hold |
19,417
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $1.52M | Hold |
19,417
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $1.61M | Hold |
19,417
| – | – | 0.01% | 268 |
|
|
2021
Q3 | $1.52M | Buy |
19,417
+200
| +1% | +$15.6K | 0.01% | 266 |
|
|
2021
Q2 | $1.52M | Hold |
19,217
| – | – | 0.01% | 270 |
|
|
2021
Q1 | $1.42M | Hold |
19,217
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $1.32M | Buy |
19,217
+292
| +2% | +$20K | 0.01% | 271 |
|
|
2020
Q3 | $1.09M | Sell |
18,925
-194
| -1% | -$11.1K | 0.01% | 281 |
|
|
2020
Q2 | $1.03M | Sell |
19,119
-10,529
| -36% | -$564K | 0.01% | 282 |
|
|
2020
Q1 | $1.28M | Buy |
29,648
+23,069
| +351% | +$996K | 0.02% | 268 |
|
|
2019
Q4 | $392K | Buy |
6,579
+460
| +8% | +$27.4K | ﹤0.01% | 340 |
|
|
2019
Q3 | $342K | Sell |
6,119
-240
| -4% | -$13.4K | ﹤0.01% | 344 |
|
|
2019
Q2 | $355K | Hold |
6,359
| – | – | ﹤0.01% | 343 |
|
|
2019
Q1 | $343K | Sell |
6,359
-1,521
| -19% | -$82K | ﹤0.01% | 351 |
|
|
2018
Q4 | $366K | Hold |
7,880
| – | – | 0.01% | 339 |
|
|
2018
Q3 | $434K | Buy |
7,880
+120
| +2% | +$6.61K | 0.01% | 340 |
|
|
2018
Q2 | $412K | Hold |
7,760
| – | – | 0.01% | 342 |
|
|
2018
Q1 | $400K | Hold |
7,760
| – | – | 0.01% | 346 |
|
|
2017
Q4 | $404K | Buy |
7,760
+500
| +7% | +$26K | 0.01% | 347 |
|
|
2017
Q3 | $358K | Buy |
7,260
+1,280
| +21% | +$63.1K | 0.01% | 349 |
|
|
2017
Q2 | $287K | Buy |
+5,980
| New | +$287K | ﹤0.01% | 356 |
|