Relative Value Partners Group’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
2024
Q2
$1.78M Buy
2024
Q1
$363K Hold
2023
Q4
$369K Buy
2023
Q3
$327K Hold
2023
Q2
$345K Buy
2023
Q1
$330K Buy
2022
Q4
$318K Sell
2022
Q3
$346K Buy
2022
Q2
Sell
2022
Q1
$249K Buy