WhitTier Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.7M | Sell |
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|
2025
Q2 | $18.9M | Buy |
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|
2025
Q1 | $17.3M | Sell |
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|
2024
Q4 | $19.5M | Sell |
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|
2024
Q3 | $19.6M | Buy |
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|
2024
Q2 | $16.8M | Hold |
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|
2024
Q1 | $17.5M | Sell |
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|
2023
Q4 | $16.1M | Sell |
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|
2023
Q3 | $14.4M | Sell |
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|
2023
Q2 | $15.5M | Sell |
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|
2023
Q1 | $14.8M | Buy |
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|
2022
Q4 | $13.9M | Sell |
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|
2022
Q3 | $13.1M | Buy |
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|
2022
Q2 | $13.6M | Sell |
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|
2022
Q1 | $16.4M | Buy |
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|
2021
Q4 | $17.4M | Hold |
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|
2021
Q3 | $16.4M | Sell |
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|
2021
Q2 | $16.7M | Sell |
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|
2021
Q1 | $15.9M | Sell |
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|
2020
Q4 | $14.8M | Buy |
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|
2020
Q3 | $12M | Sell |
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|
2020
Q2 | $11.3M | Buy |
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|
2020
Q1 | $7.91M | Buy |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $9.95M | Buy |
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|
2019
Q2 | $9.93M | Buy |
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|
2019
Q1 | $9.52M | Buy |
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|
2018
Q4 | $8.08M | Buy |
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|
2018
Q3 | $9.29M | Sell |
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|
2018
Q2 | $9M | Buy |
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|
2018
Q1 | $8.71M | Buy |
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|
2017
Q4 | $8.78M | Buy |
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|
2017
Q3 | $8.01M | Buy |
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|
2017
Q2 | $7.75M | Buy |
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|
2017
Q1 | $7.52M | Hold |
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|
2016
Q4 | $7.18M | Buy |
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|
2016
Q3 | $6.9M | Hold |
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|
2016
Q2 | $6.66M | Buy |
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|
2016
Q1 | $6.39M | Hold |
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|
2015
Q4 | $6.28M | Sell |
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|
2015
Q3 | $6.15M | Sell |
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|
2015
Q2 | $6.81M | Sell |
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|
2015
Q1 | $6.97M | Sell |
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|
2014
Q4 | $6.75M | Sell |
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|
2014
Q3 | $6.43M | Sell |
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|
2014
Q2 | $6.81M | Sell |
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|
2014
Q1 | $6.5M | Buy |
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|
2013
Q4 | $6.28M | Sell |
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|
2013
Q3 | $5.84M | Sell |
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|
2013
Q2 | $5.62M | Buy |
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