Spinnaker 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $340K | Hold |
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|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $460K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $393K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $409K | Buy |
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