CIA
Choate Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
18,494
-900
| -5% | -$82.8K | 0.04% | 155 |
|
|
2025
Q1 | $1.65M | Buy |
19,394
+5,172
| +36% | +$440K | 0.04% | 145 |
|
|
2024
Q4 | $1.26M | Buy |
14,222
+93
| +0.7% | +$8.22K | 0.03% | 171 |
|
|
2024
Q3 | $1.25M | Hold |
14,129
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $1.15M | Hold |
14,129
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $1.19M | Sell |
14,129
-100
| -0.7% | -$8.41K | 0.03% | 179 |
|
|
2023
Q4 | $1.11M | Sell |
14,229
-277
| -2% | -$21.5K | 0.03% | 170 |
|
|
2023
Q3 | $1M | Buy |
14,506
+2,558
| +21% | +$177K | 0.04% | 162 |
|
|
2023
Q2 | $873K | Hold |
11,948
| – | – | 0.04% | 152 |
|
|
2023
Q1 | $835K | Sell |
11,948
-1,420
| -11% | -$99.3K | 0.04% | 139 |
|
|
2022
Q4 | $902K | Buy |
13,368
+1,420
| +12% | +$95.8K | 0.05% | 134 |
|
|
2022
Q3 | $743K | Hold |
11,948
| – | – | 0.05% | 126 |
|
|
2022
Q2 | $773K | Hold |
11,948
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $932K | Sell |
11,948
-2,000
| -14% | -$156K | 0.05% | 148 |
|
|
2021
Q4 | $1.16M | Buy |
13,948
+2,952
| +27% | +$245K | 0.07% | 128 |
|
|
2021
Q3 | $861K | Sell |
10,996
-348
| -3% | -$27.2K | 0.05% | 139 |
|
|
2021
Q2 | $899K | Buy |
11,344
+2,168
| +24% | +$172K | 0.05% | 138 |
|
|
2021
Q1 | $678K | Buy |
9,176
+336
| +4% | +$24.8K | 0.04% | 149 |
|
|
2020
Q4 | $606K | Hold |
8,840
| – | – | 0.04% | 143 |
|
|
2020
Q3 | $507K | Sell |
8,840
-460
| -5% | -$26.4K | 0.03% | 154 |
|
|
2020
Q2 | $498K | Sell |
9,300
-156
| -2% | -$8.35K | 0.04% | 149 |
|
|
2020
Q1 | $408K | Hold |
9,456
| – | – | 0.03% | 165 |
|
|
2019
Q4 | $564K | Hold |
9,456
| – | – | 0.03% | 150 |
|
|
2019
Q3 | $529K | Hold |
9,456
| – | – | 0.03% | 153 |
|
|
2019
Q2 | $528K | Hold |
9,456
| – | – | 0.03% | 155 |
|
|
2019
Q1 | $510K | Hold |
9,456
| – | – | 0.03% | 159 |
|
|
2018
Q4 | $440K | Buy |
+9,456
| New | +$440K | 0.03% | 159 |
|
|
2018
Q3 | – | Sell |
-2,534
| Closed | -$538K | – | 213 |
|
|
2018
Q2 | $538K | Buy |
2,534
+35
| +1% | +$7.43K | 0.03% | 149 |
|
|
2018
Q1 | $516K | Sell |
2,499
-36
| -1% | -$7.43K | 0.03% | 164 |
|
|
2017
Q4 | $528K | Hold |
2,535
| – | – | 0.03% | 169 |
|
|
2017
Q3 | $500K | Hold |
2,535
| – | – | 0.03% | 172 |
|
|
2017
Q2 | $487K | Hold |
2,535
| – | – | 0.03% | 167 |
|
|
2017
Q1 | $475K | Sell |
2,535
-145
| -5% | -$27.1K | 0.03% | 166 |
|
|
2016
Q4 | $479K | Sell |
2,680
-156
| -6% | -$27.9K | 0.03% | 160 |
|
|
2016
Q3 | $494K | Buy |
2,836
+145
| +5% | +$25.3K | 0.03% | 159 |
|
|
2016
Q2 | $453K | Sell |
2,691
-20
| -0.7% | -$3.36K | 0.03% | 154 |
|
|
2016
Q1 | $442K | Sell |
2,711
-671
| -20% | -$109K | 0.03% | 160 |
|
|
2015
Q4 | $565K | Buy |
3,382
+545
| +19% | +$91K | 0.04% | 161 |
|
|
2015
Q3 | $441K | Sell |
2,837
-50
| -2% | -$7.78K | 0.03% | 164 |
|
|
2015
Q2 | $492K | Sell |
2,887
-300
| -9% | -$51.1K | 0.03% | 163 |
|
|
2015
Q1 | $552K | Sell |
3,187
-195
| -6% | -$33.8K | 0.03% | 161 |
|
|
2014
Q4 | $565K | Buy |
+3,382
| New | +$565K | 0.03% | 162 |
|