PGAM
Princeton Global Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Hold |
7,963
| – | – | 0.13% | 111 |
|
|
2025
Q1 | $677K | Sell |
7,963
-22
| -0.3% | -$1.87K | 0.13% | 116 |
|
|
2024
Q4 | $706K | Sell |
7,985
-251
| -3% | -$22.2K | 0.13% | 114 |
|
|
2024
Q3 | $726K | Buy |
8,236
+7,625
| +1,248% | +$672K | 0.14% | 110 |
|
|
2024
Q2 | $49.5K | Buy |
+611
| New | +$49.5K | 0.01% | 292 |
|
|
2023
Q4 | – | Sell |
-332
| Closed | -$23K | – | 662 |
|
|
2023
Q3 | $23K | Buy |
+332
| New | +$23K | 0.01% | 323 |
|