Legacy Trust’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 | $2.01M | Buy |
21,815
+450
| +2% | +$41.4K | 0.49% | 51 |
|
|
2025
Q1 | $1.82M | Buy |
21,365
+1,825
| +9% | +$155K | 0.44% | 59 |
|
|
2024
Q4 | $1.73M | Buy |
19,540
+550
| +3% | +$48.6K | 0.4% | 63 |
|
|
2024
Q3 | $1.67M | Hold |
18,990
| – | – | 0.38% | 66 |
|
|
2024
Q2 | $1.54M | Sell |
18,990
-65
| -0.3% | -$5.27K | 0.38% | 65 |
|
|
2024
Q1 | $1.6M | Sell |
19,055
-2,660
| -12% | -$224K | 0.4% | 64 |
|
|
2023
Q4 | $1.69M | Sell |
21,715
-1,165
| -5% | -$90.6K | 0.44% | 62 |
|
|
2023
Q3 | $1.58M | Sell |
22,880
-1,570
| -6% | -$109K | 0.46% | 64 |
|
|
2023
Q2 | $1.79M | Sell |
24,450
-1,300
| -5% | -$94.9K | 0.49% | 63 |
|
|
2023
Q1 | $1.8M | Buy |
25,750
+935
| +4% | +$65.4K | 0.54% | 62 |
|
|
2022
Q4 | $1.67M | Buy |
+24,815
| New | +$1.67M | 0.52% | 62 |
|