Jefferies Financial Group’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 | $436K | Hold |
4,740
| – | – | ﹤0.01% | 697 |
|
|
2025
Q1 | $403K | Sell |
4,740
-137
| -3% | -$11.7K | ﹤0.01% | 900 |
|
|
2024
Q4 | $431K | Buy |
4,877
+137
| +3% | +$12.1K | ﹤0.01% | 887 |
|
|
2024
Q3 | $418K | Hold |
4,740
| – | – | ﹤0.01% | 783 |
|
|
2024
Q2 | $384K | Hold |
4,740
| – | – | ﹤0.01% | 802 |
|
|
2024
Q1 | $399K | Hold |
4,740
| – | – | ﹤0.01% | 840 |
|
|
2023
Q4 | $368K | Hold |
4,740
| – | – | ﹤0.01% | 943 |
|
|
2023
Q3 | $328K | Hold |
4,740
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $346K | Hold |
4,740
| – | – | ﹤0.01% | 868 |
|
|
2023
Q1 | $331K | Sell |
4,740
-12
| -0.3% | -$839 | ﹤0.01% | 806 |
|
|
2022
Q4 | $321K | Buy |
+4,752
| New | +$321K | ﹤0.01% | 761 |
|