Sanibel Captiva Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
6,520
-349
| -5% | -$32.1K | 0.02% | 264 |
|
|
2025
Q1 | $584K | Hold |
6,869
| – | – | 0.02% | 255 |
|
|
2024
Q4 | $607K | Sell |
6,869
-115
| -2% | -$10.2K | 0.02% | 252 |
|
|
2024
Q3 | $616K | Hold |
6,984
| – | – | 0.02% | 255 |
|
|
2024
Q2 | $566K | Sell |
6,984
-186
| -3% | -$15.1K | 0.02% | 252 |
|
|
2024
Q1 | $603K | Sell |
7,170
-400
| -5% | -$33.6K | 0.02% | 241 |
|
|
2023
Q4 | $588K | Buy |
+7,570
| New | +$588K | 0.02% | 229 |
|