Heritage Trust’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 | $1.15M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $977K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q2 | $933K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $942K | Sell |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $908K | Hold |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $854K | Sell |
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|
2022
Q3 | $794K | Sell |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.06M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14K | Buy |
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