United Community Bank’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 | $304K | Sell |
3,301
-700
| -17% | -$64.4K | 0.1% | 149 |
|
|
2025
Q1 | $340K | Buy |
4,001
+405
| +11% | +$34.5K | 0.13% | 132 |
|
|
2024
Q4 | $318K | Sell |
3,596
-85
| -2% | -$7.51K | 0.12% | 135 |
|
|
2024
Q3 | $324K | Hold |
3,681
| – | – | 0.13% | 132 |
|
|
2024
Q2 | $298K | Hold |
3,681
| – | – | 0.12% | 142 |
|
|
2024
Q1 | $310K | Hold |
3,681
| – | – | 0.12% | 134 |
|
|
2023
Q4 | $286K | Hold |
3,681
| – | – | 0.12% | 139 |
|
|
2023
Q3 | $255K | Hold |
3,681
| – | – | 0.12% | 128 |
|
|
2023
Q2 | $269K | Hold |
3,681
| – | – | 0.24% | 70 |
|
|
2023
Q1 | $257K | Hold |
3,681
| – | – | 0.24% | 63 |
|
|
2022
Q4 | $248K | Hold |
3,681
| – | – | 0.24% | 64 |
|
|
2022
Q3 | $229K | Hold |
3,681
| – | – | 0.24% | 71 |
|
|
2022
Q2 | $238K | Hold |
3,681
| – | – | 0.26% | 66 |
|
|
2022
Q1 | $287K | Hold |
3,681
| – | – | 0.29% | 62 |
|
|
2021
Q4 | $306K | Buy |
+3,681
| New | +$306K | 0.31% | 69 |
|