GTAM
Global Trust Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-225
| Closed | -$19.9K | – | 501 |
|
|
2024
Q4 | $19.9K | Hold |
225
| – | – | 0.01% | 360 |
|
|
2024
Q3 | $19.8K | Hold |
225
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $18.2K | Hold |
225
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $18.9K | Hold |
225
| – | – | 0.01% | 320 |
|
|
2023
Q4 | $17.5K | Hold |
225
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $15.6K | Hold |
225
| – | – | 0.01% | 311 |
|
|
2023
Q2 | $16.4K | Hold |
225
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $15.7K | Hold |
225
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $15.2K | Hold |
225
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $14K | Hold |
225
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $15K | Hold |
225
| – | – | 0.01% | 296 |
|
|
2022
Q1 | $18K | Hold |
225
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $19K | Sell |
225
-53
| -19% | -$4.48K | 0.01% | 315 |
|
|
2021
Q3 | $22K | Hold |
278
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $22K | Hold |
278
| – | – | 0.01% | 285 |
|
|
2021
Q1 | $21K | Hold |
278
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $19K | Hold |
278
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $16K | Hold |
278
| – | – | 0.01% | 248 |
|
|
2020
Q2 | $15K | Hold |
278
| – | – | 0.01% | 229 |
|
|
2020
Q1 | $12K | Buy |
+278
| New | +$12K | 0.01% | 253 |
|