JPWM
Jamison Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Hold |
5,449
| – | – | 0.07% | 149 |
|
|
2025
Q1 | $464K | Hold |
5,449
| – | – | 0.07% | 144 |
|
|
2024
Q4 | $482K | Hold |
5,449
| – | – | 0.07% | 146 |
|
|
2024
Q3 | $480K | Hold |
5,449
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $442K | Hold |
5,449
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $458K | Buy |
+5,449
| New | +$458K | 0.08% | 136 |
|