Essex Savings Bank’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 | $758K | Sell |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $747K | Hold |
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|
2024
Q3 | $745K | Sell |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $669K | Hold |
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|
2023
Q4 | $669K | Hold |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $575K | Hold |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $480K | Buy |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $503K | Hold |
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|
2021
Q2 | $481K | Hold |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $405K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $339K | Sell |
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $98K | Buy |
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|
2018
Q4 | $75K | Buy |
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