Colonial 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 | $466K | Hold |
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|
2025
Q2 | $444K | Hold |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $97.2K | Hold |
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|
2023
Q3 | $86.6K | Hold |
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|
2023
Q2 | $91.3K | Hold |
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|
2023
Q1 | $87.4K | Hold |
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|
2022
Q4 | $84.3K | Hold |
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|
2022
Q3 | $78K | Buy |
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