Next Level Private’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 | $794K | Buy |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $706K | Buy |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $702K | Buy |
|