First American 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 | $602K | Buy |
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|
2025
Q2 | $551K | Hold |
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|
2025
Q1 | $510K | Hold |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $591K | Sell |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $614K | Sell |
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|
2020
Q4 | $616K | Buy |
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|
2020
Q3 | $458K | Sell |
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|
2020
Q2 | $429K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $756K | Sell |
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|
2019
Q3 | $732K | Buy |
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|
2019
Q2 | $609K | Hold |
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|
2019
Q1 | $588K | Buy |
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|
2018
Q4 | $501K | Buy |
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|
2018
Q3 | $589K | Sell |
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|
2018
Q2 | $614K | Buy |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | $405K | Sell |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $313K | Sell |
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|
2016
Q4 | $327K | Sell |
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|
2016
Q3 | $332K | Buy |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $476K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $333K | Sell |
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|
2014
Q2 | $349K | Sell |
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|
2014
Q1 | $355K | Hold |
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|
2013
Q4 | $344K | Sell |
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|
2013
Q3 | $336K | Sell |
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|
2013
Q2 | $332K | Buy |
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