NewEdge Wealth’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 | $8.32M | Buy |
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|
2025
Q2 | $7.9M | Buy |
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|
2025
Q1 | $6.93M | Buy |
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|
2024
Q4 | $6.73M | Sell |
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|
2024
Q3 | $6.81M | Sell |
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|
2024
Q2 | $8.59M | Sell |
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|
2024
Q1 | $8.58M | Buy |
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|
2023
Q4 | $8M | Buy |
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|
2023
Q3 | $3.86M | Buy |
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|
2023
Q2 | $3.36M | Buy |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $626K | Buy |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $486K | Buy |
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