Private 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 | $3.21M | Buy |
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|
2025
Q2 | $2.79M | Sell |
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|
2025
Q1 | $2.62M | Buy |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.38M | Buy |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.37M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $531K | Hold |
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|
2014
Q2 | $546K | Buy |
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|
2014
Q1 | $491K | Buy |
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|
2013
Q4 | $251K | Buy |
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|
2013
Q3 | $169K | Buy |
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|
2013
Q2 | $157K | Buy |
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