Sanibel Captiva Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sanibel Captiva Trust Company’s Portfolio IWR Stock Details IWR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$630K	Hold
2025 Q2	$600K	Sell
2025 Q1	$584K	Hold
2024 Q4	$607K	Sell
2024 Q3	$616K	Hold
2024 Q2	$566K	Sell
2024 Q1	$603K	Sell
2023 Q4	$588K	Buy