Corient Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.2M | Sell |
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|
2025
Q2 | $38.8M | Sell |
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|
2025
Q1 | $75.2M | Buy |
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|
2024
Q4 | $38.5M | Sell |
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|
2024
Q3 | $39.1M | Sell |
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|
2024
Q2 | $36M | Buy |
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|
2024
Q1 | $35.3M | Sell |
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|
2023
Q4 | $32.6M | Sell |
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|
2023
Q3 | $65.2M | Buy |
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|
2023
Q2 | $22.9M | Buy |
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|
2023
Q1 | $21.5M | Buy |
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|
2022
Q4 | $17.9M | Buy |
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