Tompkins Financial’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 | $1.98M | Buy |
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|
2025
Q2 | $901K | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $607K | Hold |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $579K | Hold |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $395K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $859K | Hold |
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|
2021
Q4 | $914K | Hold |
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|
2021
Q3 | $861K | Buy |
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|
2021
Q1 | $828K | Sell |
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|
2020
Q4 | $869K | Hold |
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|
2020
Q3 | $728K | Hold |
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|
2020
Q2 | $679K | Hold |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $668K | Hold |
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|
2019
Q3 | $627K | Hold |
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|
2019
Q2 | $626K | Hold |
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|
2019
Q1 | $604K | Hold |
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|
2018
Q4 | $520K | Hold |
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|
2018
Q3 | $617K | Hold |
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|
2018
Q2 | $594K | Hold |
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|
2018
Q1 | $578K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $2K | Hold |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Buy |
|