Guyasuta Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
3,300
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $281K | Hold |
3,300
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $292K | Hold |
3,300
| – | – | 0.02% | 216 |
|
|
2024
Q3 | $291K | Hold |
3,300
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $257K | Hold |
3,300
| – | – | 0.02% | 213 |
|
|
2024
Q1 | $257K | Hold |
3,300
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $257K | Hold |
3,300
| – | – | 0.02% | 215 |
|
|
2023
Q3 | $229K | Sell |
3,300
-148
| -4% | -$10.2K | 0.02% | 217 |
|
|
2023
Q2 | $252K | Hold |
3,448
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $241K | Hold |
3,448
| – | – | 0.02% | 225 |
|
|
2022
Q4 | $233K | Hold |
3,448
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $214K | Hold |
3,448
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $223K | Hold |
3,448
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $269K | Hold |
3,448
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $286K | Hold |
3,448
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $270K | Hold |
3,448
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $273K | Hold |
3,448
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $255K | Hold |
3,448
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $236K | Buy |
+3,448
| New | +$236K | 0.02% | 214 |
|
|
2020
Q1 | – | Sell |
-3,448
| Closed | -$206K | – | 199 |
|
|
2019
Q4 | $206K | Buy |
+3,448
| New | +$206K | 0.02% | 204 |
|