SJS Investment Consulting’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 | $27.1K | Hold |
295
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $25.1K | Hold |
295
| – | – | ﹤0.01% | 262 |
|
|
2024
Q4 | $26.1K | Hold |
295
| – | – | ﹤0.01% | 253 |
|
|
2024
Q3 | $26K | Sell |
295
-30
| -9% | -$2.64K | ﹤0.01% | 261 |
|
|
2024
Q2 | $26.4K | Hold |
325
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $27.3K | Hold |
325
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $25.3K | Hold |
325
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $22.5K | Hold |
325
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $23.7K | Hold |
325
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $22.7K | Hold |
325
| – | – | 0.01% | 217 |
|
|
2022
Q4 | $21.9K | Hold |
325
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $20K | Buy |
+325
| New | +$20K | 0.01% | 241 |
|
|
2022
Q1 | $25K | Hold |
325
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $27K | Buy |
+325
| New | +$27K | 0.01% | 229 |
|