Shepherd Financial Partners’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 | $794K | Hold |
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|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $706K | Sell |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $14.4M | Buy |
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|
2022
Q1 | $390K | Buy |
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