Israel Discount Bank of New York’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 | $498K | Sell |
5,412
-717
| -12% | -$65.9K | 1.89% | 16 |
|
|
2025
Q1 | $521K | Sell |
6,129
-3,392
| -36% | -$289K | 0.4% | 19 |
|
|
2024
Q4 | $842K | Sell |
9,521
-914
| -9% | -$80.8K | 0.61% | 19 |
|
|
2024
Q3 | $920K | Sell |
10,435
-698
| -6% | -$61.5K | 1.37% | 16 |
|
|
2024
Q2 | $903K | Sell |
11,133
-4,419
| -28% | -$358K | 1.44% | 16 |
|
|
2024
Q1 | $1.31M | Sell |
15,552
-17,662
| -53% | -$1.49M | 1.63% | 17 |
|
|
2023
Q4 | $2.58M | Sell |
33,214
-1,190
| -3% | -$92.5K | 2.02% | 14 |
|
|
2023
Q3 | $2.38M | Sell |
34,404
-245
| -0.7% | -$17K | 1.98% | 15 |
|
|
2023
Q2 | $2.53M | Sell |
34,649
-3,883
| -10% | -$284K | 2.01% | 15 |
|
|
2023
Q1 | $2.69M | Sell |
38,532
-960
| -2% | -$67.1K | 2.02% | 14 |
|
|
2022
Q4 | $2.66M | Sell |
39,492
-2,430
| -6% | -$164K | 2.25% | 11 |
|
|
2022
Q3 | $2.61M | Buy |
41,922
+445
| +1% | +$27.7K | 2.15% | 12 |
|
|
2022
Q2 | $2.68M | Sell |
41,477
-1,434
| -3% | -$92.7K | 2.04% | 12 |
|
|
2022
Q1 | $3.35M | Buy |
42,911
+2,016
| +5% | +$157K | 2.2% | 12 |
|
|
2021
Q4 | $3.4M | Sell |
40,895
-25
| -0.1% | -$2.08K | 2.1% | 11 |
|
|
2021
Q3 | $3.2M | Buy |
+40,920
| New | +$3.2M | 2.16% | 9 |
|
|
2021
Q1 | $2.86M | Sell |
38,735
-4,051
| -9% | -$300K | 2.21% | 9 |
|
|
2020
Q4 | $2.93M | Sell |
42,786
-9,332
| -18% | -$640K | 2.14% | 9 |
|
|
2020
Q3 | $2.99M | Sell |
52,118
-7,301
| -12% | -$419K | 1.94% | 12 |
|
|
2020
Q2 | $3.19M | Sell |
59,419
-28,851
| -33% | -$1.55M | 2.17% | 11 |
|
|
2020
Q1 | $3.81M | Sell |
88,270
-7,916
| -8% | -$342K | 2.93% | 7 |
|
|
2019
Q4 | $5.74M | Buy |
96,186
+8,726
| +10% | +$520K | 3.75% | 7 |
|
|
2019
Q3 | $4.89M | Buy |
87,460
+6,161
| +8% | +$345K | 3.59% | 7 |
|
|
2019
Q2 | $4.54M | Sell |
81,299
-33,734
| -29% | -$1.88M | 3.44% | 7 |
|
|
2019
Q1 | $6.21M | Sell |
115,033
-4,673
| -4% | -$252K | 4.24% | 6 |
|
|
2018
Q4 | $5.56M | Buy |
119,706
+1,062
| +0.9% | +$49.4K | 4.27% | 6 |
|
|
2018
Q3 | $6.54M | Buy |
118,644
+8,664
| +8% | +$478K | 4.28% | 6 |
|
|
2018
Q2 | $5.83M | Buy |
109,980
+13,028
| +13% | +$691K | 3.85% | 6 |
|
|
2018
Q1 | $5M | Buy |
96,952
+3,268
| +3% | +$169K | 3.33% | 6 |
|
|
2017
Q4 | $4.88M | Sell |
93,684
-1,480
| -2% | -$77K | 3.38% | 6 |
|
|
2017
Q3 | $4.69M | Sell |
95,164
-5,648
| -6% | -$278K | 3.51% | 6 |
|
|
2017
Q2 | $4.84M | Sell |
100,812
-8,748
| -8% | -$420K | 3.88% | 5 |
|
|
2017
Q1 | $5.13M | Buy |
109,560
+12,808
| +13% | +$599K | 4.2% | 4 |
|
|
2016
Q4 | $4.33M | Buy |
+96,752
| New | +$4.33M | 3.91% | 6 |
|