Washington Trust Advisors’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 | $85.6K | Sell |
931
-264
| -22% | -$24.3K | 0.01% | 273 |
|
|
2025
Q1 | $102K | Buy |
1,195
+372
| +45% | +$31.6K | 0.01% | 251 |
|
|
2024
Q4 | $72.7K | Buy |
823
+48
| +6% | +$4.24K | 0.01% | 291 |
|
|
2024
Q3 | $68.3K | Sell |
775
-444
| -36% | -$39.2K | 0.01% | 294 |
|
|
2024
Q2 | $98.8K | Buy |
1,219
+508
| +71% | +$41.2K | 0.01% | 253 |
|
|
2024
Q1 | $59.8K | Hold |
711
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $55.3K | Hold |
711
| – | – | 0.01% | 295 |
|
|
2023
Q3 | $49.2K | Hold |
711
| – | – | 0.01% | 305 |
|
|
2023
Q2 | $51.9K | Hold |
711
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $49.7K | Hold |
711
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $48K | Hold |
711
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $44K | Hold |
711
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $46K | Sell |
711
-2
| -0.3% | -$129 | ﹤0.01% | 412 |
|
|
2022
Q1 | $56K | Hold |
713
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $59K | Buy |
+713
| New | +$59K | ﹤0.01% | 442 |
|