Indiana Trust & Investment Management’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 | $2.34M | Hold |
25,425
| – | – | 0.77% | 21 |
|
2025
Q1 | $2.16M | Hold |
25,425
| – | – | 0.78% | 24 |
|
2024
Q4 | $2.25M | Sell |
25,425
-24
| -0.1% | -$2.12K | 0.77% | 24 |
|
2024
Q3 | $2.24M | Sell |
25,449
-1,578
| -6% | -$139K | 0.77% | 26 |
|
2024
Q2 | $2.19M | Hold |
27,027
| – | – | 0.8% | 21 |
|
2024
Q1 | $2.27M | Hold |
27,027
| – | – | 0.92% | 22 |
|
2023
Q4 | $2.1M | Sell |
27,027
-1,463
| -5% | -$114K | 0.95% | 24 |
|
2023
Q3 | $1.97M | Buy |
+28,490
| New | +$1.97M | 1% | 22 |
|