Perkins Coie Trust Company’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 | $252K | Sell |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $218K | Hold |
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|
2023
Q3 | $194K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $189K | Hold |
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|
2022
Q3 | $174K | Sell |
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|
2022
Q2 | $183K | Sell |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $209K | Hold |
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|
2020
Q4 | $194K | Hold |
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|
2020
Q3 | $162K | Hold |
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|
2020
Q2 | $151K | Hold |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $158K | Hold |
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|
2019
Q2 | $158K | Sell |
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|
2019
Q1 | $211K | Hold |
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|
2018
Q4 | $181K | Hold |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $201K | Hold |
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|
2017
Q4 | $203K | Hold |
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|
2017
Q3 | $192K | Hold |
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|
2017
Q2 | $187K | Buy |
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|
2017
Q1 | $144K | Hold |
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|
2016
Q4 | $138K | Hold |
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|
2016
Q3 | $134K | Sell |
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|
2016
Q2 | $143K | Hold |
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|
2016
Q1 | $138K | Hold |
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|
2015
Q4 | $136K | Hold |
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|
2015
Q3 | $132K | Hold |
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|
2015
Q2 | $145K | Hold |
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|
2015
Q1 | $147K | Buy |
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