Marble Harbor Investment Counsel’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 | $285K | Hold |
3,095
| – | – | 0.03% | 172 |
|
|
2025
Q1 | $263K | Hold |
3,095
| – | – | 0.03% | 186 |
|
|
2024
Q4 | $274K | Hold |
3,095
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $273K | Hold |
3,095
| – | – | 0.03% | 191 |
|
|
2024
Q2 | $251K | Hold |
3,095
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $260K | Hold |
3,095
| – | – | 0.03% | 182 |
|
|
2023
Q4 | $241K | Buy |
+3,095
| New | +$241K | 0.03% | 182 |
|