Charles Schwab Trust’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 | $3.62M | Sell |
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|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $3.3M | Hold |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $620K | Hold |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $580K | Hold |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $572K | Hold |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $751K | Hold |
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|
2021
Q3 | $708K | Buy |
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|
2021
Q2 | $626K | Hold |
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|
2021
Q1 | $592K | Hold |
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|
2020
Q4 | $541K | Sell |
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|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $382K | Sell |
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|
2019
Q3 | $389K | Buy |
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