Narwhal Capital 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
Q3 | $988K | Hold |
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|
2025
Q2 | $941K | Hold |
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|
2025
Q1 | $870K | Hold |
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|
2024
Q4 | $904K | Hold |
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|
2024
Q3 | $902K | Hold |
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|
2024
Q2 | $830K | Hold |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $799K | Buy |
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|
2023
Q3 | $710K | Hold |
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|
2023
Q2 | $748K | Hold |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $691K | Sell |
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|
2022
Q3 | $637K | Hold |
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|
2022
Q2 | $663K | Hold |
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|
2022
Q1 | $800K | Hold |
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|
2021
Q4 | $851K | Sell |
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|
2021
Q3 | $802K | Sell |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $745K | Hold |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $301K | Buy |
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|
2019
Q4 | $405K | Sell |
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|
2019
Q3 | $397K | Hold |
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|
2019
Q2 | $397K | Buy |
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|
2019
Q1 | $383K | Buy |
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|
2018
Q4 | $265K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $253K | Sell |
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|
2014
Q2 | $289K | Sell |
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|
2014
Q1 | $282K | Hold |
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|
2013
Q4 | $274K | Sell |
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|
2013
Q3 | $282K | Hold |
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|
2013
Q2 | $263K | Buy |
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