Fermata Advisors’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 | $755K | Buy |
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|
2025
Q2 | $719K | Sell |
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|
2025
Q1 | $675K | Buy |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $537K | Hold |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $514K | Hold |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $448K | Buy |
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