Dorsey & Whitney 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 | $5.65M | Buy |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $4.65M | Buy |
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|
2024
Q3 | $1.54M | Hold |
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|
2024
Q2 | $1.42M | Hold |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.1M | Hold |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $418K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $395K | Hold |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $780K | Hold |
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|
2019
Q1 | $753K | Sell |
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|
2018
Q4 | $690K | Buy |
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|
2018
Q3 | $708K | Hold |
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|
2018
Q2 | $681K | Hold |
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|
2018
Q1 | $663K | Hold |
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|
2017
Q4 | $668K | Hold |
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|
2017
Q3 | $633K | Sell |
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|
2017
Q2 | $677K | Sell |
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|
2017
Q1 | $803K | Hold |
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|
2016
Q4 | $767K | Sell |
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|
2016
Q3 | $772K | Sell |
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|
2016
Q2 | $815K | Buy |
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|
2016
Q1 | $691K | Buy |
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|
2015
Q4 | $653K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $341K | Hold |
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|
2013
Q3 | $316K | Hold |
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|
2013
Q2 | $296K | Buy |
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