Mechanics Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $109K | Sell |
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|
2025
Q2 | $113K | Sell |
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|
2025
Q1 | $122K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $126K | Sell |
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|
2024
Q2 | $121K | Sell |
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|
2024
Q1 | $131K | Sell |
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|
2023
Q4 | $140K | Hold |
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|
2023
Q3 | $125K | Hold |
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|
2023
Q2 | $132K | Sell |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $142K | Hold |
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|
2022
Q3 | $131K | Sell |
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|
2022
Q2 | $176K | Hold |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $226K | Buy |
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