Kistler-Tiffany Companies’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
2023
Q2
$73K Hold
999
0.01% 442
2023
Q1
$69.9K Hold
999
0.01% 407
2022
Q4
$67.4K Hold
999
0.01% 388
2022
Q3
$62K Sell
999
-71
-7% -$4.88K 0.01% 356
2022
Q2
$69K Hold
1,070
0.02% 336
2022
Q1
$84K Hold
1,070
0.02% 322
2021
Q4
$89K Buy
1,070
+170
+19% +$14K 0.02% 310
2021
Q3
$70K Hold
900
0.02% 326
2021
Q2
$71K Hold
900
0.02% 315
2021
Q1
$67K Hold
900
0.02% 303
2020
Q4
$62K Hold
900
0.02% 276
2020
Q3
$52K Hold
900
0.02% 266
2020
Q2
$48K Hold
900
0.02% 254
2020
Q1
$54K Hold
900
0.02% 247
2019
Q4
$54K Hold
900
0.02% 252
2019
Q3
$50K Hold
900
0.02% 254
2019
Q2
$50K Hold
900
0.02% 255
2019
Q1
$49K Hold
900
0.02% 246
2018
Q4
$42K Hold
900
0.02% 242
2018
Q3
$50K Hold
900
0.02% 250
2018
Q2
$48K Hold
900
0.02% 258
2018
Q1
$46K Hold
900
0.02% 284
2017
Q4
$47K Hold
900
0.02% 292
2017
Q3
$44K Hold
900
0.02% 290
2017
Q2
$43K Hold
900
0.02% 276
2017
Q1
$42K Hold
900
0.02% 263
2016
Q4
$40K Hold
900
0.02% 273
2016
Q3
$39K Hold
900
0.02% 277
2016
Q2
$38K Hold
900
0.02% 279
2016
Q1
$37K Hold
900
0.02% 277
2015
Q4
$36K Hold
900
0.02% 294
2015
Q3
$35K Sell
900
-192
-18% -$7.95K 0.02% 292
2015
Q2
$46K Hold
1,092
0.03% 264
2015
Q1
$47K Hold
1,092
0.03% 240
2014
Q4
$46K Hold
1,092
0.03% 246
2014
Q3
$43K Hold
1,092
0.03% 252
2014
Q2
$44K Hold
1,092
0.03% 247
2014
Q1
$42K Hold
1,092
0.03% 248
2013
Q4
$41K Sell
1,092
-624
-36% -$22.6K 0.03% 254
2013
Q3
$60K Hold
1,716
0.05% 203
2013
Q2
$56K Buy
+1,716
New +$55.6K 0.05% 202

Other funds holding IWR

Kistler-Tiffany Companies's IWR Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2023 at 999 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #442.

Kistler-Tiffany Companies first reported a position in IWR in Q2 2013 and has held it in 41 quarters since. The position peaked at $89K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

  • Kistler-Tiffany Companies held 999 shares of iShares Russell Mid-Cap ETF worth $73K as of Q2 2023.
  • Kistler-Tiffany Companies left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2023.
  • iShares Russell Mid-Cap ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #442 holding.
  • Kistler-Tiffany Companies first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 41 quarters since.
  • Kistler-Tiffany Companies's iShares Russell Mid-Cap ETF position peaked at $89K in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.