JWM
Jupiter Wealth Management’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 | $1.05M | Hold |
11,000
| – | – | 0.53% | 43 |
|
|
2025
Q1 | $996K | Hold |
11,000
| – | – | 0.6% | 40 |
|
|
2024
Q4 | $972K | Hold |
11,000
| – | – | 0.49% | 45 |
|
|
2024
Q3 | $970K | Hold |
11,000
| – | – | 0.5% | 47 |
|
|
2024
Q2 | $934K | Hold |
11,000
| – | – | 0.5% | 48 |
|
|
2024
Q1 | $897K | Hold |
11,000
| – | – | 0.47% | 51 |
|
|
2023
Q4 | $855K | Hold |
11,000
| – | – | 0.5% | 50 |
|
|
2023
Q3 | $754K | Buy |
+11,000
| New | +$754K | 0.49% | 48 |
|