Covenant Partners’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 | $112K | Sell |
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|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $128K | Sell |
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|
2024
Q4 | $155K | Sell |
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|
2024
Q3 | $189K | Sell |
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|
2024
Q2 | $200K | Hold |
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|
2024
Q1 | $208K | Hold |
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|
2023
Q4 | $192K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $232K | Hold |
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|
2020
Q1 | $187K | Hold |
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|
2019
Q4 | $258K | Hold |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $242K | Hold |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $201K | Buy |
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