Davidson Trust Company’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 | $4.27M | Buy |
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|
2025
Q2 | $3.9M | Sell |
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2025
Q1 | $3.65M | Sell |
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|
2024
Q4 | $3.8M | Hold |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.65M | Hold |
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|
2023
Q4 | $3.37M | Buy |
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|
2023
Q3 | $2.67M | Buy |
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|
2023
Q2 | $2.8M | Buy |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.46M | Hold |
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|
2022
Q3 | $2.26M | Hold |
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|
2022
Q2 | $2.35M | Hold |
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|
2022
Q1 | $2.84M | Hold |
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|
2021
Q4 | $3.02M | Hold |
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|
2021
Q3 | $2.85M | Hold |
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|
2021
Q2 | $2.89M | Hold |
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|
2021
Q1 | $2.69M | Hold |
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|
2020
Q4 | $2.5M | Hold |
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|
2020
Q3 | $2.09M | Hold |
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|
2020
Q2 | $1.95M | Hold |
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|
2020
Q1 | $1.57M | Hold |
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|
2019
Q4 | $2.17M | Buy |
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