Edmond de Rothschild Holding’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 | $140K | Hold |
1,523
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $130K | Hold |
1,523
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $135K | Hold |
1,523
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $134K | Hold |
1,523
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $123K | Buy |
1,523
+585
| +62% | +$47.4K | ﹤0.01% | 468 |
|
|
2024
Q1 | $78.9K | Hold |
938
| – | – | ﹤0.01% | 529 |
|
|
2023
Q4 | $72.9K | Hold |
938
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $65K | Buy |
+938
| New | +$65K | ﹤0.01% | 535 |
|
|
2015
Q4 | – | Sell |
-1,880
| Closed | -$73K | – | 842 |
|
|
2015
Q3 | $73K | Hold |
1,880
| – | – | ﹤0.01% | 575 |
|
|
2015
Q2 | $80K | Buy |
+1,880
| New | +$80K | ﹤0.01% | 592 |
|