JVL Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,676
| – | – | 0.09% | 57 |
|
|
2025
Q1 | $228K | Hold |
2,676
| – | – | 0.09% | 56 |
|
|
2024
Q4 | $237K | Hold |
2,676
| – | – | 0.09% | 51 |
|
|
2024
Q3 | $236K | Hold |
2,676
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $217K | Hold |
2,676
| – | – | 0.09% | 50 |
|
|
2024
Q1 | $225K | Hold |
2,676
| – | – | 0.09% | 49 |
|
|
2023
Q4 | $208K | Buy |
+2,676
| New | +$208K | 0.09% | 42 |
|