Benjamin Edwards Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
11,256
-2,541
| -18% | -$234K | 0.01% | 619 |
|
|
2025
Q1 | $1.17M | Buy |
13,797
+1,409
| +11% | +$120K | 0.02% | 536 |
|
|
2024
Q4 | $1.1M | Sell |
12,388
-25
| -0.2% | -$2.21K | 0.02% | 581 |
|
|
2024
Q3 | $1.09M | Buy |
+12,413
| New | +$1.09M | 0.02% | 573 |
|
|
2024
Q2 | – | Sell |
-55
| Closed | -$5K | – | 750 |
|
|
2024
Q1 | $5K | Sell |
55
-74
| -57% | -$6.73K | ﹤0.01% | 672 |
|
|
2023
Q4 | $10K | Hold |
129
| – | – | ﹤0.01% | 584 |
|
|
2023
Q3 | $9K | Hold |
129
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $9K | Sell |
129
-34
| -21% | -$2.37K | ﹤0.01% | 580 |
|
|
2023
Q1 | $11K | Buy |
163
+14
| +9% | +$945 | ﹤0.01% | 570 |
|
|
2022
Q4 | $10K | Hold |
149
| – | – | ﹤0.01% | 582 |
|
|
2022
Q3 | $9K | Sell |
149
-39
| -21% | -$2.36K | ﹤0.01% | 569 |
|
|
2022
Q2 | $12K | Buy |
188
+19
| +11% | +$1.21K | ﹤0.01% | 571 |
|
|
2022
Q1 | $13K | Hold |
169
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $14K | Buy |
+169
| New | +$14K | ﹤0.01% | 554 |
|