Iconiq Capital’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 | $251K | Hold |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $681K | Hold |
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|
2017
Q4 | $687K | Hold |
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|
2017
Q3 | $651K | Hold |
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|
2017
Q2 | $634K | Hold |
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|
2017
Q1 | $618K | Hold |
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|
2016
Q4 | $590K | Hold |
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|
2016
Q3 | $575K | Hold |
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|
2016
Q2 | $555K | Hold |
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|
2016
Q1 | $538K | Hold |
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|
2015
Q4 | $529K | Hold |
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|
2015
Q3 | $513K | Hold |
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|
2015
Q2 | $562K | Hold |
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|
2015
Q1 | $571K | Hold |
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|
2014
Q4 | $551K | Hold |
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|
2014
Q3 | $523K | Hold |
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|
2014
Q2 | $536K | Hold |
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|
2014
Q1 | $511K | Hold |
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|
2013
Q4 | $495K | Hold |
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|
2013
Q3 | $459K | Buy |
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