Performa Ltd (US)’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
$92 Hold
2025
Q1
$85 Hold
2024
Q4
$88 Hold
2024
Q3
$88 Hold
2024
Q2
$81 Hold
2024
Q1
$84 Hold
2023
Q4
$78 Hold
2023
Q3
$69 Buy
2020
Q1
Sell
2019
Q4
$675K Buy