Trail Ridge Investment Advisors’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 | $255K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $664K | Buy |
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