UW
Unique Wealth’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 | $15.2M | Buy |
165,799
+4,431
| +3% | +$408K | 2.46% | 10 |
|
|
2025
Q1 | $13.7M | Buy |
161,368
+39,223
| +32% | +$3.34M | 2.59% | 8 |
|
|
2024
Q4 | $10.8M | Buy |
122,145
+15,556
| +15% | +$1.38M | 2.25% | 9 |
|
|
2024
Q3 | $9.39M | Buy |
106,589
+25,117
| +31% | +$2.21M | 2.15% | 9 |
|
|
2024
Q2 | $6.61M | Buy |
81,472
+9,454
| +13% | +$767K | 1.73% | 12 |
|
|
2024
Q1 | $6.06M | Buy |
72,018
+6,493
| +10% | +$546K | 1.71% | 13 |
|
|
2023
Q4 | $5.09M | Buy |
65,525
+36,496
| +126% | +$2.84M | 1.65% | 13 |
|
|
2023
Q3 | $2.01M | Buy |
29,029
+10,360
| +55% | +$717K | 0.84% | 20 |
|
|
2023
Q2 | $1.36M | Buy |
18,669
+1,017
| +6% | +$74.3K | 0.6% | 21 |
|
|
2023
Q1 | $1.23M | Buy |
17,652
+1,865
| +12% | +$130K | 0.6% | 18 |
|
|
2022
Q4 | $1.06M | Buy |
+15,787
| New | +$1.06M | 0.57% | 19 |
|