Wilmington Savings Fund Society’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wilmington Savings Fund Society’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.9M	Buy	410,635 +63,132	+18%	+$6.31M	0.95%	22
2025 Q4	$33.5M	Buy	347,503 +10,969	+3%	+$1.05M	0.79%	28
2025 Q3	$32.5M	Sell	336,534 -44,670	-12%	-$4.23M	0.78%	28
2025 Q2	$35.1M	Buy	381,204 +95,187	+33%	+$8.22M	0.62%	38
2025 Q1	$24.3M	Sell	286,017 -2,256	-0.8%	-$201K	0.45%	51
2024 Q4	$25.5M	Buy	288,273 +34,524	+14%	+$3.13M	0.46%	52
2024 Q3	$22.4M	Buy	253,749 +185,463	+272%	+$15.6M	0.4%	55
2024 Q2	$5.54M	Sell	68,286 -1,066	-2%	-$86.8K	0.21%	103
2024 Q1	$5.83M	Buy	+69,352	New	+$5.5M	0.22%	106
2023 Q3	$5.04M	Sell	72,777 -2,117	-3%	-$154K	0.22%	106
2023 Q2	$5.47M	Sell	74,894 -1,225	-2%	-$85.2K	0.23%	105
2023 Q1	$5.32M	Sell	76,119 -1,054	-1%	-$74.4K	0.24%	105
2022 Q4	$5.21M	Sell	77,173 -4,578	-6%	-$309K	0.24%	104
2022 Q3	$5.08M	Sell	81,751 -911	-1%	-$62.7K	0.25%	100
2022 Q2	$5.34M	Sell	82,662 -7,368	-8%	-$524K	0.25%	104
2022 Q1	$7.03M	Buy	90,030 +2,023	+2%	+$156K	0.27%	93
2021 Q4	$7.3M	Buy	88,007 +1,494	+2%	+$123K	0.26%	94
2021 Q3	$6.77M	Sell	86,513 -152	-0.2%	-$12.2K	0.26%	94
2021 Q2	$6.87M	Sell	86,665 -5,728	-6%	-$444K	0.26%	98
2021 Q1	$6.83M	Sell	92,393 -1,515	-2%	-$110K	0.27%	96
2020 Q4	$6.44M	Sell	93,908 -1,535	-2%	-$97.8K	0.27%	94
2020 Q3	$5.48M	Sell	95,443 -1,211	-1%	-$68.9K	0.25%	95
2020 Q2	$5.18M	Buy	96,654 +6,639	+7%	+$333K	0.25%	100
2020 Q1	$3.88M	Buy	90,015 +11,126	+14%	+$612K	0.23%	112
2019 Q4	$4.7M	Buy	78,889 +597	+0.8%	+$34.3K	0.24%	110
2019 Q3	$4.38M	Sell	78,292 -582	-0.7%	-$32.5K	0.24%	113
2019 Q2	$4.41M	Sell	78,874 -1,723	-2%	-$94.5K	0.24%	117
2019 Q1	$4.35M	Sell	80,597 -3,545	-4%	-$184K	0.24%	118
2018 Q4	$3.91M	Buy	84,142 +1,258	+2%	+$63.5K	0.24%	117
2018 Q3	$4.57M	Sell	82,884 -3,072	-4%	-$168K	0.24%	123
2018 Q2	$4.56M	Sell	85,956 -2,240	-3%	-$118K	0.25%	121
2018 Q1	$4.55M	Sell	88,196 -4,512	-5%	-$238K	0.26%	122
2017 Q4	$4.82M	Buy	92,708 +1,872	+2%	+$95K	0.26%	118
2017 Q3	$4.48M	Sell	90,836 -4,900	-5%	-$237K	0.26%	122
2017 Q2	$4.6M	Buy	95,736 +3,472	+4%	+$165K	0.27%	117
2017 Q1	$4.32M	Sell	92,264 -5,756	-6%	-$267K	0.26%	118
2016 Q4	$4.38M	Sell	98,020 -1,060	-1%	-$46.4K	0.27%	107
2016 Q3	$4.32M	Sell	99,080 -13,248	-12%	-$574K	0.27%	107
2016 Q2	$4.72M	Sell	112,328 -4,316	-4%	-$178K	0.3%	94
2016 Q1	$4.75M	Sell	116,644 -6,156	-5%	-$234K	0.31%	91
2015 Q4	$4.92M	Sell	122,800 -7,452	-6%	-$304K	0.31%	90
2015 Q3	$5.07M	Sell	130,252 -4,764	-4%	-$197K	0.32%	84
2015 Q2	$5.75M	Sell	135,016 -1,088	-0.8%	-$47.3K	0.33%	84
2015 Q1	$5.89M	Sell	136,104 -10,360	-7%	-$440K	0.34%	85
2014 Q4	$6.12M	Sell	146,464 -1,328	-0.9%	-$53.9K	0.34%	84
2014 Q3	$5.85M	Sell	147,792 -6,352	-4%	-$256K	0.33%	84
2014 Q2	$6.26M	Sell	154,144 -8,544	-5%	-$333K	0.35%	76
2014 Q1	$6.29M	Sell	162,688 -4,324	-3%	-$164K	0.35%	76
2013 Q4	$6.26M	Sell	167,012 -248	-0.1%	-$8.96K	0.35%	77
2013 Q3	$5.82M	Buy	167,260 +2,072	+1%	+$70.8K	0.36%	78
2013 Q2	$5.36M	Buy	+165,188	New	+$5.35M	0.35%	78