Fidelis Capital Partners’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 | $15.6M | Buy |
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|
2025
Q2 | $15M | Sell |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $13.2M | Buy |
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|
2024
Q2 | $9.89M | Buy |
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|
2024
Q1 | $8.93M | Buy |
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|
2023
Q4 | $7.15M | Buy |
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|
2023
Q3 | $2.02M | Hold |
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|
2023
Q2 | $2.13M | Hold |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $564K | Buy |
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