HM Payson & Co’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 | $359K | Sell |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | $188K | Hold |
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|
2022
Q2 | $196K | Hold |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $202K | Hold |
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|
2021
Q3 | $190K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $180K | Hold |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | $129K | Sell |
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|
2020
Q2 | $131K | Buy |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q4 | $120K | Hold |
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|
2019
Q3 | $113K | Sell |
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|
2019
Q2 | $143K | Buy |
|