First National Bank & Trust Co of Newtown’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 | $516K | Hold |
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|
2025
Q2 | $491K | Hold |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $471K | Hold |
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|
2024
Q2 | $433K | Hold |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $475K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $447K | Hold |
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|
2023
Q1 | $427K | Hold |
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|
2022
Q4 | $412K | Hold |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $395K | Hold |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $508K | Hold |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $465K | Hold |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $250K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $261K | Buy |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $213K | Sell |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $306K | Hold |
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|
2018
Q2 | $294K | Hold |
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|
2018
Q1 | $287K | Hold |
|
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|
2017
Q4 | $289K | Hold |
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|
2017
Q3 | $274K | Hold |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $260K | Sell |
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|
2016
Q4 | $292K | Hold |
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|
2016
Q3 | $285K | Hold |
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|
2016
Q2 | $273K | Hold |
|
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|
2016
Q1 | $266K | Hold |
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|
2015
Q4 | $262K | Hold |
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|
2015
Q3 | $254K | Hold |
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|
2015
Q2 | $278K | Sell |
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|
2015
Q1 | $284K | Hold |
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|
2014
Q4 | $274K | Hold |
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|
2014
Q3 | $259K | Hold |
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|
2014
Q2 | $257K | Hold |
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|
2014
Q1 | $253K | Hold |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $228K | Buy |
|