Paragon Private Wealth Management’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
$8.22M Buy
2025
Q2
$7.48M Buy
2025
Q1
$6.74M Buy
2024
Q4
$5.73M Buy
2024
Q3
$5.18M Buy
2024
Q2
$4.39M Buy
2024
Q1
$3.95M Buy
2023
Q4
$1.85M Buy
2023
Q3
$1.3M Buy
2023
Q2
$1.09M Buy
2023
Q1
$745K Buy