Trust Company of the South’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 | $541K | Hold |
5,880
| – | – | 0.1% | 69 |
|
|
2025
Q1 | $500K | Hold |
5,880
| – | – | 0.1% | 71 |
|
|
2024
Q4 | $520K | Sell |
5,880
-3,165
| -35% | -$280K | 0.11% | 68 |
|
|
2024
Q3 | $797K | Hold |
9,045
| – | – | 0.17% | 57 |
|
|
2024
Q2 | $733K | Hold |
9,045
| – | – | 0.17% | 57 |
|
|
2024
Q1 | $761K | Hold |
9,045
| – | – | 0.18% | 55 |
|
|
2023
Q4 | $703K | Buy |
+9,045
| New | +$703K | 0.19% | 56 |
|