First Foundation 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 | $49M | Buy |
|
|||||
|
2025
Q2 | $46M | Sell |
|
|||||
|
2025
Q1 | $42.6M | Buy |
|
|||||
|
2024
Q4 | $44M | Buy |
|
|||||
|
2024
Q3 | $41.4M | Buy |
|
|||||
|
2024
Q2 | $35.3M | Buy |
|
|||||
|
2024
Q1 | $35.4M | Buy |
|
|||||
|
2023
Q4 | $31M | Buy |
|
|||||
|
2023
Q3 | $24.1M | Buy |
|
|||||
|
2023
Q2 | $22.3M | Buy |
|
|||||
|
2023
Q1 | $20.8M | Sell |
|
|||||
|
2022
Q4 | $23.5M | Buy |
|
|||||
|
2022
Q3 | $15.1M | Buy |
|
|||||
|
2022
Q2 | $7.78M | Buy |
|
|||||
|
2022
Q1 | $671K | Buy |
|
|||||
|
2021
Q4 | $668K | Buy |
|
|||||
|
2021
Q3 | $601K | Sell |
|
|||||
|
2021
Q2 | $616K | Buy |
|
|||||
|
2021
Q1 | $568K | Sell |
|
|||||
|
2020
Q4 | $527K | Sell |
|
|||||
|
2020
Q3 | $454K | Hold |
|
|||||
|
2020
Q2 | $424K | Sell |
|
|||||
|
2020
Q1 | $351K | Buy |
|