AlTi Global’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 | $296K | Hold |
3,216
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $274K | Hold |
3,216
| – | – | 0.01% | 341 |
|
|
2024
Q4 | $284K | Hold |
3,216
| – | – | 0.01% | 348 |
|
|
2024
Q3 | $283K | Hold |
3,216
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $261K | Buy |
3,216
+43
| +1% | +$3.49K | 0.01% | 335 |
|
|
2024
Q1 | $267K | Buy |
3,173
+87
| +3% | +$7.32K | 0.01% | 332 |
|
|
2023
Q4 | $240K | Buy |
+3,086
| New | +$240K | 0.01% | 319 |
|