Jordan Park Group’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 | $1.72M | Sell |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.68M | Hold |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $939K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $302K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $336K | Hold |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $262K | Sell |
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|
2018
Q3 | $820K | Buy |
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|
2018
Q2 | $521K | Buy |
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