Norris Perne & French’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
$211K Hold
2025
Q2
$201K Buy
2022
Q1
Sell
2021
Q4
$275K Hold
2021
Q3
$259K Hold
2021
Q2
$262K Hold
2021
Q1
$245K Hold
2020
Q4
$227K Buy
2020
Q1
Sell
2019
Q4
$215K Buy
2017
Q4
Sell
2017
Q3
$200K Buy