Stevens Capital 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 | $512K | Sell |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $614K | Sell |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $573K | Buy |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $458K | Buy |
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