Clearstead 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 | $58.2K | Sell |
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|
2025
Q2 | $91.6K | Buy |
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|
2025
Q1 | $17K | Hold |
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|
2024
Q4 | $17.7K | Hold |
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|
2024
Q3 | $17.6K | Hold |
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|
2024
Q2 | $16.2K | Hold |
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|
2024
Q1 | $16.8K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $151K | Hold |
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|
2019
Q4 | $209K | Hold |
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|
2019
Q3 | $196K | Hold |
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|
2019
Q2 | $196K | Hold |
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|
2019
Q1 | $189K | Sell |
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|
2018
Q4 | $204K | Buy |
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