Breakwater Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.1M | Hold |
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|
2026
Q1 | $967K | Sell |
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|
2025
Q4 | $962K | Buy |
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|
2025
Q3 | $965K | Sell |
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|
2025
Q2 | $920K | Buy |
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|
2025
Q1 | $821K | Sell |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $784K | Hold |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $249K | Buy |
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