Edmond de Rothschild Holding’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 | $147K | Hold |
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|
2025
Q2 | $140K | Hold |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $134K | Hold |
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|
2024
Q2 | $123K | Buy |
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|
2024
Q1 | $78.9K | Hold |
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|
2023
Q4 | $72.9K | Hold |
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|
2023
Q3 | $65K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $73K | Hold |
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|
2015
Q2 | $80K | Buy |
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