Trust Company of Vermont’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 | $226K | Hold |
2,456
| – | – | 0.01% | 333 |
|
|
2025
Q1 | $209K | Hold |
2,456
| – | – | 0.01% | 336 |
|
|
2024
Q4 | $217K | Buy |
2,456
+84
| +4% | +$7.43K | 0.01% | 339 |
|
|
2024
Q3 | $209K | Sell |
2,372
-1,604
| -40% | -$141K | 0.01% | 324 |
|
|
2024
Q2 | $322K | Buy |
3,976
+916
| +30% | +$74.3K | 0.02% | 264 |
|
|
2024
Q1 | $257K | Sell |
3,060
-1,176
| -28% | -$98.9K | 0.01% | 284 |
|
|
2023
Q4 | $329K | Sell |
4,236
-26
| -0.6% | -$2.02K | 0.02% | 244 |
|
|
2023
Q3 | $295K | Buy |
4,262
+26
| +0.6% | +$1.8K | 0.02% | 261 |
|
|
2023
Q2 | $309K | Hold |
4,236
| – | – | 0.02% | 266 |
|
|
2023
Q1 | $296K | Hold |
4,236
| – | – | 0.02% | 268 |
|
|
2022
Q4 | $286K | Hold |
4,236
| – | – | 0.02% | 261 |
|
|
2022
Q3 | $263K | Hold |
4,236
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $274K | Sell |
4,236
-46
| -1% | -$2.98K | 0.02% | 267 |
|
|
2022
Q1 | $334K | Hold |
4,282
| – | – | 0.02% | 256 |
|
|
2021
Q4 | $355K | Hold |
4,282
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $335K | Hold |
4,282
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $339K | Hold |
4,282
| – | – | 0.02% | 260 |
|
|
2021
Q1 | $317K | Hold |
4,282
| – | – | 0.02% | 256 |
|
|
2020
Q4 | $294K | Sell |
4,282
-3,059
| -42% | -$210K | 0.02% | 254 |
|
|
2020
Q3 | $421K | Hold |
7,341
| – | – | 0.04% | 211 |
|
|
2020
Q2 | $393K | Sell |
7,341
-9,891
| -57% | -$530K | 0.04% | 212 |
|
|
2020
Q1 | $744K | Buy |
17,232
+7,991
| +86% | +$345K | 0.07% | 177 |
|
|
2019
Q4 | $551K | Buy |
9,241
+2,987
| +48% | +$178K | 0.04% | 213 |
|
|
2019
Q3 | $350K | Sell |
6,254
-1,000
| -14% | -$56K | 0.03% | 254 |
|
|
2019
Q2 | $405K | Buy |
7,254
+1,176
| +19% | +$65.7K | 0.03% | 242 |
|
|
2019
Q1 | $328K | Hold |
6,078
| – | – | 0.03% | 257 |
|
|
2018
Q4 | $283K | Buy |
6,078
+118
| +2% | +$5.49K | 0.03% | 260 |
|
|
2018
Q3 | $329K | Buy |
5,960
+2,004
| +51% | +$111K | 0.03% | 266 |
|
|
2018
Q2 | $210K | Hold |
3,956
| – | – | 0.02% | 313 |
|
|
2018
Q1 | $204K | Hold |
3,956
| – | – | 0.02% | 308 |
|
|
2017
Q4 | $206K | Hold |
3,956
| – | – | 0.02% | 317 |
|
|
2017
Q3 | $195K | Sell |
3,956
-52
| -1% | -$2.56K | 0.02% | 321 |
|
|
2017
Q2 | $192K | Hold |
4,008
| – | – | 0.02% | 324 |
|
|
2017
Q1 | $188K | Hold |
4,008
| – | – | 0.02% | 321 |
|
|
2016
Q4 | $179K | Hold |
4,008
| – | – | 0.02% | 327 |
|
|
2016
Q3 | $175K | Buy |
4,008
+1,604
| +67% | +$70K | 0.02% | 287 |
|
|
2016
Q2 | $101K | Hold |
2,404
| – | – | 0.01% | 316 |
|
|
2016
Q1 | $98K | Hold |
2,404
| – | – | 0.01% | 319 |
|
|
2015
Q4 | $96K | Hold |
2,404
| – | – | 0.01% | 320 |
|
|
2015
Q3 | $93K | Hold |
2,404
| – | – | 0.01% | 315 |
|
|
2015
Q2 | $102K | Sell |
2,404
-312
| -11% | -$13.2K | 0.01% | 308 |
|
|
2015
Q1 | $118K | Buy |
2,716
+464
| +21% | +$20.2K | 0.02% | 289 |
|
|
2014
Q4 | $94K | Buy |
2,252
+352
| +19% | +$14.7K | 0.01% | 320 |
|
|
2014
Q3 | $75K | Hold |
1,900
| – | – | 0.01% | 340 |
|
|
2014
Q2 | $77K | Hold |
1,900
| – | – | 0.01% | 323 |
|
|
2014
Q1 | $74K | Hold |
1,900
| – | – | 0.01% | 321 |
|
|
2013
Q4 | $71K | Hold |
1,900
| – | – | 0.01% | 317 |
|
|
2013
Q3 | $66K | Hold |
1,900
| – | – | 0.01% | 305 |
|
|
2013
Q2 | $62K | Buy |
+1,900
| New | +$62K | 0.01% | 305 |
|