Raymond James 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.1M | Sell |
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|
2024
Q1 | $9.99M | Sell |
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|
2023
Q4 | $9.36M | Sell |
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|
2023
Q3 | $8.38M | Sell |
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|
2023
Q2 | $8.93M | Buy |
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|
2023
Q1 | $8.41M | Buy |
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|
2022
Q4 | $7.95M | Buy |
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|
2022
Q3 | $7.24M | Buy |
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|
2022
Q2 | $7.43M | Buy |
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|
2022
Q1 | $8.77M | Sell |
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|
2021
Q4 | $9.69M | Buy |
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|
2021
Q3 | $8.72M | Buy |
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|
2021
Q2 | $8.68M | Buy |
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|
2021
Q1 | $8.09M | Buy |
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|
2020
Q4 | $5.95M | Buy |
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|
2020
Q3 | $4.95M | Buy |
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|
2020
Q2 | $4.43M | Buy |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $4.18M | Buy |
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|
2019
Q3 | $3.45M | Buy |
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|
2019
Q2 | $2.65M | Buy |
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|
2019
Q1 | $2.49M | Buy |
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|
2018
Q4 | $2.12M | Buy |
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|
2018
Q3 | $2.38M | Sell |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $2.54M | Buy |
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|
2017
Q4 | $2.5M | Buy |
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|
2017
Q3 | $2.3M | Sell |
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|
2017
Q2 | $2.33M | Buy |
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|
2017
Q1 | $2.04M | Sell |
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|
2016
Q4 | $2.15M | Buy |
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|
2016
Q3 | $1.97M | Buy |
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|
2016
Q2 | $1.83M | Buy |
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|
2016
Q1 | $1.3M | Hold |
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|
2015
Q4 | $1.27M | Buy |
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|
2015
Q3 | $1.2M | Sell |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $1.27M | Buy |
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|
2014
Q4 | $1.06M | Buy |
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|
2014
Q3 | $581K | Hold |
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|
2014
Q2 | $596K | Sell |
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|
2014
Q1 | $901K | Buy |
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|
2013
Q4 | $589K | Buy |
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|
2013
Q3 | $546K | Hold |
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|
2013
Q2 | $510K | Buy |
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