Girard 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
2024
Q2
$2.81M Sell
2024
Q1
$3.95M Sell
2023
Q4
$18.4M Buy
2023
Q3
$16.2M Buy
2023
Q2
$17M Buy
2023
Q1
$15.5M Sell
2022
Q4
$18.9M Sell
2022
Q3
$18.1M Buy
2022
Q2
$17.6M Buy
2022
Q1
$17.5M Buy
2018
Q4
Sell
2018
Q3
$163K Buy