Members 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 | $409K | Buy |
+4,449
| New | +$409K | 0.01% | 91 |
|
|
2025
Q1 | – | Sell |
-2,335
| Closed | -$206K | – | 129 |
|
|
2024
Q4 | $206K | Buy |
+2,335
| New | +$206K | 0.01% | 114 |
|
|
2020
Q4 | – | Sell |
-10,282
| Closed | -$590K | – | 114 |
|
|
2020
Q3 | $590K | Buy |
10,282
+1,234
| +14% | +$70.8K | 0.02% | 52 |
|
|
2020
Q2 | $485K | Buy |
+9,048
| New | +$485K | 0.02% | 56 |
|
|
2018
Q1 | $601K | Buy |
+11,660
| New | +$601K | 0.03% | 42 |
|