Old North State Trust’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 | – | Sell |
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|
2025
Q2 | $756K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $70K | Sell |
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|
2022
Q4 | $71K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $165K | Hold |
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|
2021
Q3 | $155K | Hold |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $147K | Buy |
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|
2020
Q4 | $73K | Sell |
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|
2020
Q3 | $80K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $19K | Hold |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $18K | Buy |
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|
2019
Q1 | $17K | Hold |
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|
2018
Q4 | $14K | Buy |
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