Trust Company of Toledo’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 | $4.79M | Hold |
52,067
| – | – | 0.53% | 50 |
|
|
2025
Q1 | $4.43M | Hold |
52,067
| – | – | 0.59% | 45 |
|
|
2024
Q4 | $4.6M | Hold |
52,067
| – | – | 0.6% | 44 |
|
|
2024
Q3 | $4.59M | Buy |
52,067
+1,139
| +2% | +$100K | 0.62% | 41 |
|
|
2024
Q2 | $4.13M | Buy |
50,928
+17,012
| +50% | +$1.38M | 0.6% | 42 |
|
|
2024
Q1 | $2.85M | Hold |
33,916
| – | – | 0.45% | 59 |
|
|
2023
Q4 | $2.64M | Buy |
33,916
+16,038
| +90% | +$1.25M | 0.45% | 62 |
|
|
2023
Q3 | $1.24M | Buy |
+17,878
| New | +$1.24M | 0.24% | 96 |
|