Mechanics Financial Corp’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 | $113K | Sell |
1,231
-200
| -14% | -$18.4K | 0.05% | 135 |
|
|
2025
Q1 | $122K | Hold |
1,431
| – | – | 0.06% | 133 |
|
|
2024
Q4 | $127K | Hold |
1,431
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $126K | Sell |
1,431
-62
| -4% | -$5.47K | 0.06% | 132 |
|
|
2024
Q2 | $121K | Sell |
1,493
-61
| -4% | -$4.95K | 0.06% | 134 |
|
|
2024
Q1 | $131K | Sell |
1,554
-250
| -14% | -$21K | 0.07% | 128 |
|
|
2023
Q4 | $140K | Hold |
1,804
| – | – | 0.08% | 121 |
|
|
2023
Q3 | $125K | Hold |
1,804
| – | – | 0.07% | 121 |
|
|
2023
Q2 | $132K | Sell |
1,804
-300
| -14% | -$21.9K | 0.07% | 125 |
|
|
2023
Q1 | $147K | Hold |
2,104
| – | – | 0.09% | 121 |
|
|
2022
Q4 | $142K | Hold |
2,104
| – | – | 0.08% | 124 |
|
|
2022
Q3 | $131K | Sell |
2,104
-624
| -23% | -$38.9K | 0.09% | 121 |
|
|
2022
Q2 | $176K | Hold |
2,728
| – | – | 0.11% | 113 |
|
|
2022
Q1 | $213K | Hold |
2,728
| – | – | 0.11% | 110 |
|
|
2021
Q4 | $226K | Buy |
+2,728
| New | +$226K | 0.11% | 108 |
|