Carl P. Sherr & Co’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
Q2 | $4.76M | Buy |
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|
2025
Q1 | $4.27M | Buy |
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|
2024
Q4 | $4.28M | Buy |
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|
2024
Q3 | $4.19M | Buy |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $3.08M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.08M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $970K | Buy |
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|
2022
Q2 | $881K | Buy |
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|
2022
Q1 | $702K | Buy |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $250K | Buy |
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