Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $54.9M | Sell |
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|
2023
Q4 | $51.2M | Sell |
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|
2023
Q3 | $51.7M | Buy |
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|
2023
Q2 | $54.4M | Buy |
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|
2023
Q1 | $50.8M | Buy |
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|
2022
Q4 | $48.4M | Buy |
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|
2022
Q3 | $44.1M | Sell |
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|
2022
Q2 | $45.9M | Buy |
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|
2022
Q1 | $51M | Buy |
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|
2021
Q4 | $46.5M | Sell |
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|
2021
Q3 | $43.9M | Sell |
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|
2021
Q2 | $45.3M | Buy |
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|
2021
Q1 | $41.4M | Buy |
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|
2020
Q4 | $37.3M | Buy |
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|
2020
Q3 | $30.7M | Buy |
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|
2020
Q2 | $27.3M | Sell |
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|
2020
Q1 | $23.2M | Sell |
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|
2019
Q4 | $32.2M | Sell |
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|
2019
Q3 | $30.7M | Sell |
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|
2019
Q2 | $30.9M | Sell |
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|
2019
Q1 | $30.2M | Sell |
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|
2018
Q4 | $26.7M | Sell |
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|
2018
Q3 | $31.8M | Sell |
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|
2018
Q2 | $32.5M | Sell |
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|
2018
Q1 | $35M | Sell |
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|
2017
Q4 | $35.6M | Sell |
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|
2017
Q3 | $34.4M | Buy |
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|
2017
Q2 | $33.5M | Buy |
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|
2017
Q1 | $32M | Buy |
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|
2016
Q4 | $30.2M | Sell |
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|
2016
Q3 | $29.7M | Sell |
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|
2016
Q2 | $28.9M | Buy |
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|
2016
Q1 | $27.9M | Buy |
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|
2015
Q4 | $27M | Sell |
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|
2015
Q3 | $26.5M | Sell |
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|
2015
Q2 | $29.4M | Buy |
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|
2015
Q1 | $29.8M | Sell |
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|
2014
Q4 | $29.1M | Buy |
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|
2014
Q3 | $24.8M | Sell |
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|
2014
Q2 | $27.8M | Sell |
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|
2014
Q1 | $26.6M | Buy |
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|
2013
Q4 | $25.3M | Buy |
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|
2013
Q3 | $23.3M | Buy |
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|
2013
Q2 | $18.9M | Buy |
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