Edgemoor Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Hold |
5,960
| – | – | 0.05% | 119 |
|
|
2025
Q1 | $507K | Hold |
5,960
| – | – | 0.05% | 116 |
|
|
2024
Q4 | $527K | Hold |
5,960
| – | – | 0.05% | 115 |
|
|
2024
Q3 | $525K | Hold |
5,960
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $483K | Hold |
5,960
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $501K | Hold |
5,960
| – | – | 0.05% | 111 |
|
|
2023
Q4 | $463K | Hold |
5,960
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $413K | Hold |
5,960
| – | – | 0.05% | 116 |
|
|
2023
Q2 | $435K | Hold |
5,960
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $417K | Hold |
5,960
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $402K | Hold |
5,960
| – | – | 0.05% | 123 |
|
|
2022
Q3 | $370K | Hold |
5,960
| – | – | 0.05% | 112 |
|
|
2022
Q2 | $385K | Hold |
5,960
| – | – | 0.05% | 116 |
|
|
2022
Q1 | $465K | Buy |
5,960
+1,140
| +24% | +$88.9K | 0.05% | 113 |
|
|
2021
Q4 | $400K | Buy |
+4,820
| New | +$400K | 0.04% | 109 |
|