JF
JSF Financial’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 | $2.61M | Buy |
28,404
+84
| +0.3% | +$7.73K | 0.62% | 25 |
|
|
2025
Q1 | $2.41M | Sell |
28,320
-73
| -0.3% | -$6.21K | 0.64% | 26 |
|
|
2024
Q4 | $2.51M | Sell |
28,393
-647
| -2% | -$57.2K | 0.67% | 24 |
|
|
2024
Q3 | $2.56M | Sell |
29,040
-13,465
| -32% | -$1.19M | 0.75% | 23 |
|
|
2024
Q2 | $3.45M | Sell |
42,505
-3,400
| -7% | -$276K | 1.06% | 20 |
|
|
2024
Q1 | $3.86M | Sell |
45,905
-1,400
| -3% | -$118K | 1.21% | 17 |
|
|
2023
Q4 | $3.68M | Sell |
47,305
-837
| -2% | -$65.1K | 1.28% | 18 |
|
|
2023
Q3 | $3.33M | Sell |
48,142
-4,189
| -8% | -$290K | 1.29% | 18 |
|
|
2023
Q2 | $3.82M | Sell |
52,331
-4,766
| -8% | -$348K | 1.35% | 23 |
|
|
2023
Q1 | $3.99M | Sell |
57,097
-11,799
| -17% | -$825K | 1.49% | 20 |
|
|
2022
Q4 | $4.65M | Buy |
68,896
+4,960
| +8% | +$335K | 1.74% | 17 |
|
|
2022
Q3 | $3.97M | Sell |
63,936
-25,458
| -28% | -$1.58M | 1.51% | 20 |
|
|
2022
Q2 | $5.78M | Sell |
89,394
-10,263
| -10% | -$664K | 2.62% | 9 |
|
|
2022
Q1 | $7.78M | Sell |
99,657
-250,742
| -72% | -$19.6M | 3.31% | 8 |
|
|
2021
Q4 | $29.1M | Buy |
350,399
+10,480
| +3% | +$870K | 14.15% | 2 |
|
|
2021
Q3 | $26.6M | Buy |
339,919
+83,191
| +32% | +$6.51M | 13.17% | 3 |
|
|
2021
Q2 | $20.3M | Sell |
256,728
-59,036
| -19% | -$4.68M | 11.99% | 3 |
|
|
2021
Q1 | $23.3M | Sell |
315,764
-5,963
| -2% | -$441K | 14.65% | 3 |
|
|
2020
Q4 | $22.1M | Sell |
321,727
-10,559
| -3% | -$724K | 15.41% | 2 |
|
|
2020
Q3 | $19.1M | Sell |
332,286
-6,880
| -2% | -$395K | 14.97% | 2 |
|
|
2020
Q2 | $18.2M | Sell |
339,166
-41,005
| -11% | -$2.2M | 15.73% | 2 |
|
|
2020
Q1 | $16.4M | Buy |
380,171
+284,156
| +296% | +$12.3M | 16.65% | 2 |
|
|
2019
Q4 | $5.72M | Sell |
96,015
-890
| -0.9% | -$53.1K | 5.66% | 4 |
|
|
2019
Q3 | $5.42M | Sell |
96,905
-8,108
| -8% | -$454K | 5.9% | 4 |
|
|
2019
Q2 | $5.87M | Sell |
105,013
-86
| -0.1% | -$4.81K | 6.37% | 4 |
|
|
2019
Q1 | $5.67M | Sell |
105,099
-11,305
| -10% | -$610K | 6.26% | 4 |
|
|
2018
Q4 | $5.41M | Buy |
+116,404
| New | +$5.41M | 5.54% | 5 |
|