NWAM LLC’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 | $1.11M | Sell |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $8.65M | Sell |
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|
2024
Q3 | $8.97M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $4.05M | Buy |
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|
2021
Q4 | $3.48M | Buy |
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|
2021
Q3 | $3.2M | Sell |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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