Jupiter 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
Q2
$1.05M Hold
2025
Q1
$996K Hold
2024
Q4
$972K Hold
2024
Q3
$970K Hold
2024
Q2
$934K Hold
2024
Q1
$897K Hold
2023
Q4
$855K Hold
2023
Q3
$754K Buy