Edge 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
2024
Q4
$444K Buy
2024
Q3
$429K Sell
2024
Q2
$417K Hold
2024
Q1
$433K Buy
2023
Q4
$342K Buy
2022
Q2
Sell
2022
Q1
$543K Sell
2021
Q4
$3.26M Buy