Edgemoor Investment Advisors’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 | $913K | Buy |
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|
2025
Q2 | $548K | Hold |
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|
2025
Q1 | $507K | Hold |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $483K | Hold |
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|
2024
Q1 | $501K | Hold |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $400K | Buy |
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