Philadelphia 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 | $1.34M | Hold |
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|
2025
Q2 | $1.28M | Hold |
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|
2025
Q1 | $1.18M | Hold |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.4M | Hold |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1.15M | Hold |
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|
2023
Q2 | $1.22M | Hold |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $984K | Hold |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $437K | Hold |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $535K | Hold |
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|
2019
Q3 | $502K | Sell |
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|
2019
Q2 | $581K | Hold |
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|
2019
Q1 | $561K | Buy |
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|
2018
Q4 | $374K | Hold |
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|
2018
Q3 | $443K | Hold |
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|
2018
Q2 | $426K | Hold |
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|
2018
Q1 | $415K | Hold |
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|
2017
Q4 | $418K | Hold |
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|
2017
Q3 | $396K | Hold |
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|
2017
Q2 | $386K | Buy |
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|
2017
Q1 | $366K | Sell |
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|
2016
Q4 | $385K | Buy |
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