JGP Wealth Management’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 | $394K | Buy |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $296K | Hold |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $217K | Buy |
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