Unionview LLC’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
Q4 | $342K | Buy |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $220K | Buy |
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