Newbridge Financial Services Group’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 | $13.3K | Hold |
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|
2025
Q1 | $12.3K | Sell |
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|
2024
Q4 | $25.2K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $33.7K | Hold |
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|
2024
Q1 | $35K | Sell |
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|
2023
Q4 | $58.6K | Sell |
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|
2023
Q3 | $53.1K | Buy |
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|
2023
Q2 | $49.2K | Hold |
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|
2023
Q1 | $47.1K | Hold |
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|
2022
Q4 | $45.4K | Sell |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $40K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7K | Buy |
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