New South 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
Q2 | $3.1M | Buy |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $4.79M | Hold |
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|
2024
Q2 | $4.41M | Buy |
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|
2024
Q1 | $3.68M | Buy |
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|
2023
Q4 | $2.35M | Sell |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $334K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.49M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $819K | Hold |
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|
2020
Q2 | $765K | Hold |
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|
2020
Q1 | $616K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $598K | Buy |
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|
2019
Q2 | $587K | Sell |
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|
2019
Q1 | $1.93M | Buy |
|