Oakworth Capital’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
Q2 | $105M | Buy |
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|
2025
Q1 | $95.3M | Buy |
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|
2024
Q4 | $98.4M | Buy |
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|
2024
Q3 | $96.3M | Buy |
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|
2024
Q2 | $87.5M | Sell |
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|
2024
Q1 | $91.4M | Buy |
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|
2023
Q4 | $83.7M | Buy |
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|
2023
Q3 | $73.7M | Sell |
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|
2023
Q2 | $81.8M | Sell |
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|
2023
Q1 | $106M | Buy |
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|
2022
Q4 | $101M | Buy |
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|
2022
Q3 | $92.4M | Buy |
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|
2022
Q2 | $95.1M | Buy |
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|
2022
Q1 | $112M | Buy |
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|
2021
Q4 | $110M | Buy |
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|
2021
Q3 | $99M | Buy |
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|
2021
Q2 | $93.8M | Buy |
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|
2021
Q1 | $78.3M | Buy |
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|
2020
Q4 | $61M | Buy |
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|
2020
Q3 | $35.7M | Buy |
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|
2020
Q2 | $33.1M | Buy |
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|
2020
Q1 | $20.8M | Buy |
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|
2019
Q4 | $14.3M | Sell |
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|
2019
Q3 | $15.6M | Sell |
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|
2019
Q2 | $15.6M | Buy |
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|
2019
Q1 | $14.3M | Sell |
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|
2018
Q4 | $12.6M | Buy |
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|
2018
Q3 | $14.4M | Buy |
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|
2018
Q2 | $12M | Buy |
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|
2018
Q1 | $10.9M | Buy |
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|
2017
Q4 | $10.3M | Buy |
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|
2017
Q3 | $8.58M | Buy |
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|
2017
Q2 | $7.86M | Buy |
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|
2017
Q1 | $7.14M | Buy |
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|
2016
Q4 | $4.9M | Buy |
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|
2016
Q3 | $4.56M | Buy |
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|
2016
Q2 | $275K | Buy |
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|
2016
Q1 | $265K | Hold |
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|
2015
Q4 | $261K | Buy |
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|
2015
Q3 | $238K | Hold |
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|
2015
Q2 | $263K | Buy |
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|
2015
Q1 | $156K | Sell |
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|
2014
Q4 | $160K | Hold |
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|
2014
Q3 | $156K | Hold |
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|
2014
Q2 | $156K | Sell |
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|
2014
Q1 | $151K | Hold |
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|
2013
Q4 | $146K | Buy |
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