Guyasuta Investment Advisors’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 | $319K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $281K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $257K | Hold |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $273K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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