JSF Financial’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
Q2 | $2.61M | Buy |
|
|||||
|
2025
Q1 | $2.41M | Sell |
|
|||||
|
2024
Q4 | $2.51M | Sell |
|
|||||
|
2024
Q3 | $2.56M | Sell |
|
|||||
|
2024
Q2 | $3.45M | Sell |
|
|||||
|
2024
Q1 | $3.86M | Sell |
|
|||||
|
2023
Q4 | $3.68M | Sell |
|
|||||
|
2023
Q3 | $3.33M | Sell |
|
|||||
|
2023
Q2 | $3.82M | Sell |
|
|||||
|
2023
Q1 | $3.99M | Sell |
|
|||||
|
2022
Q4 | $4.65M | Buy |
|
|||||
|
2022
Q3 | $3.97M | Sell |
|
|||||
|
2022
Q2 | $5.78M | Sell |
|
|||||
|
2022
Q1 | $7.78M | Sell |
|
|||||
|
2021
Q4 | $29.1M | Buy |
|
|||||
|
2021
Q3 | $26.6M | Buy |
|
|||||
|
2021
Q2 | $20.3M | Sell |
|
|||||
|
2021
Q1 | $23.3M | Sell |
|
|||||
|
2020
Q4 | $22.1M | Sell |
|
|||||
|
2020
Q3 | $19.1M | Sell |
|
|||||
|
2020
Q2 | $18.2M | Sell |
|
|||||
|
2020
Q1 | $16.4M | Buy |
|
|||||
|
2019
Q4 | $5.72M | Sell |
|
|||||
|
2019
Q3 | $5.42M | Sell |
|
|||||
|
2019
Q2 | $5.87M | Sell |
|
|||||
|
2019
Q1 | $5.67M | Sell |
|
|||||
|
2018
Q4 | $5.41M | Buy |
|