DT Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.1M | Buy |
268,887
+22,203
| +9% | +$2.22M | 2.18% | 11 |
|
|
2025
Q4 | $23.7M | Buy |
246,684
+4,258
| +2% | +$409K | 1.97% | 15 |
|
|
2025
Q3 | $23.4M | Buy |
242,426
+168,839
| +229% | +$16M | 1.98% | 15 |
|
|
2025
Q2 | $6.77M | Buy |
73,587
+29,762
| +68% | +$2.57M | 0.61% | 31 |
|
|
2025
Q1 | $3.73M | Buy |
43,825
+2,327
| +6% | +$208K | 0.36% | 42 |
|
|
2024
Q4 | $3.67M | Sell |
41,498
-446
| -1% | -$40.5K | 0.31% | 49 |
|
|
2024
Q3 | $3.7M | Sell |
41,944
-18
| -0% | -$1.52K | 0.3% | 50 |
|
|
2024
Q2 | $3.4M | Sell |
41,962
-572
| -1% | -$46.6K | 0.3% | 50 |
|
|
2024
Q1 | $3.58M | Buy |
42,534
+153
| +0.4% | +$12.1K | 0.36% | 44 |
|
|
2023
Q4 | $3.3M | Sell |
42,381
-326,419
| -89% | -$23.2M | 0.36% | 44 |
|
|
2023
Q3 | $25.5M | Sell |
368,800
-989
| -0.3% | -$72.1K | 3.1% | 7 |
|
|
2023
Q2 | $28M | Buy |
369,789
+8,972
| +2% | +$624K | 3.18% | 7 |
|
|
2023
Q1 | $25.1M | Buy |
360,817
+11,930
| +3% | +$842K | 3.04% | 8 |
|
|
2022
Q4 | $23.5M | Buy |
348,887
+43,795
| +14% | +$2.95M | 3.09% | 6 |
|
|
2022
Q3 | $19M | Buy |
305,092
+21,543
| +8% | +$1.48M | 3.1% | 5 |
|
|
2022
Q2 | $18.3M | Buy |
283,549
+6,685
| +2% | +$476K | 2.72% | 8 |
|
|
2022
Q1 | $21.6M | Buy |
276,864
+7,842
| +3% | +$604K | 2.79% | 7 |
|
|
2021
Q4 | $22.3M | Buy |
269,022
+8,629
| +3% | +$708K | 2.91% | 6 |
|
|
2021
Q3 | $20.4M | Buy |
260,393
+8,200
| +3% | +$657K | 2.73% | 8 |
|
|
2021
Q2 | $20M | Buy |
252,193
+5,620
| +2% | +$436K | 2.76% | 9 |
|
|
2021
Q1 | $18.2M | Sell |
246,573
-22,503
| -8% | -$1.63M | 2.63% | 9 |
|
|
2020
Q4 | $18.4M | Sell |
269,076
-86,704
| -24% | -$5.52M | 2.94% | 9 |
|
|
2020
Q3 | $20.4M | Sell |
355,780
-92,862
| -21% | -$5.29M | 2.94% | 11 |
|
|
2020
Q2 | $24M | Buy |
+448,642
| New | +$22.5M | 2.98% | 12 |
|
Other funds holding IWR
