Chevy Chase 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
Q2 | $318K | Hold |
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|
2025
Q1 | $294K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.31M | Hold |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.26M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $83K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $65K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $279K | Sell |
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|
2016
Q1 | $366K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $309K | Sell |
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|
2015
Q1 | $364K | Sell |
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|
2014
Q4 | $360K | Sell |
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|
2014
Q3 | $357K | Buy |
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|
2014
Q2 | $347K | Buy |
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|
2014
Q1 | $243K | Sell |
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|
2013
Q4 | $320K | Buy |
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