FMWA
Forvis Mazars Wealth Advisors’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 | $1.91M | Sell |
20,720
-80
| -0.4% | -$7.36K | 0.04% | 161 |
|
|
2025
Q1 | $1.77M | Sell |
20,800
-165
| -0.8% | -$14K | 0.04% | 162 |
|
|
2024
Q4 | $1.85M | Sell |
20,965
-1,281
| -6% | -$113K | 0.04% | 164 |
|
|
2024
Q3 | $1.96M | Sell |
22,246
-1,611
| -7% | -$142K | 0.05% | 166 |
|
|
2024
Q2 | $1.93M | Sell |
23,857
-820
| -3% | -$66.5K | 0.05% | 163 |
|
|
2024
Q1 | $2.08M | Sell |
24,677
-3,944
| -14% | -$332K | 0.05% | 160 |
|
|
2023
Q4 | $2.22M | Sell |
28,621
-3,358
| -11% | -$261K | 0.06% | 143 |
|
|
2023
Q3 | $2.21M | Sell |
31,979
-999
| -3% | -$69.2K | 0.07% | 141 |
|
|
2023
Q2 | $2.41M | Sell |
32,978
-165
| -0.5% | -$12.1K | 0.07% | 152 |
|
|
2023
Q1 | $2.32M | Sell |
33,143
-1,872
| -5% | -$131K | 0.08% | 138 |
|
|
2022
Q4 | $2.36M | Buy |
35,015
+446
| +1% | +$30.1K | 0.08% | 130 |
|
|
2022
Q3 | $2.15M | Sell |
34,569
-175
| -0.5% | -$10.9K | 0.09% | 132 |
|
|
2022
Q2 | $2.25M | Buy |
34,744
+3,139
| +10% | +$203K | 0.09% | 117 |
|
|
2022
Q1 | $2.47M | Sell |
31,605
-396
| -1% | -$30.9K | 0.1% | 96 |
|
|
2021
Q4 | $2.66M | Buy |
32,001
+7
| +0% | +$581 | 0.11% | 86 |
|
|
2021
Q3 | $2.5M | Buy |
31,994
+1,993
| +7% | +$156K | 0.12% | 84 |
|
|
2021
Q2 | $2.38M | Buy |
30,001
+6
| +0% | +$475 | 0.11% | 85 |
|
|
2021
Q1 | $2.22M | Buy |
29,995
+1,000
| +3% | +$73.9K | 0.11% | 87 |
|
|
2020
Q4 | $1.99M | Sell |
28,995
-1,770
| -6% | -$121K | 0.1% | 100 |
|
|
2020
Q3 | $1.77M | Sell |
30,765
-4,270
| -12% | -$245K | 0.1% | 98 |
|
|
2020
Q2 | $1.88M | Buy |
35,035
+117
| +0.3% | +$6.27K | 0.12% | 89 |
|
|
2020
Q1 | $1.51M | Sell |
34,918
-2,638
| -7% | -$114K | 0.12% | 86 |
|
|
2019
Q4 | $2.24M | Sell |
37,556
-749
| -2% | -$44.7K | 0.16% | 75 |
|
|
2019
Q3 | $2.14M | Sell |
38,305
-19,853
| -34% | -$1.11M | 0.17% | 77 |
|
|
2019
Q2 | $3.25M | Sell |
58,158
-28,190
| -33% | -$1.57M | 0.26% | 54 |
|
|
2019
Q1 | $4.66M | Sell |
86,348
-21,651
| -20% | -$1.17M | 0.39% | 34 |
|
|
2018
Q4 | $5.02M | Buy |
107,999
+66,389
| +160% | +$3.09M | 0.51% | 25 |
|
|
2018
Q3 | $9.18M | Buy |
41,610
+350
| +0.8% | +$77.2K | 0.8% | 16 |
|
|
2018
Q2 | $8.75M | Buy |
41,260
+940
| +2% | +$199K | 0.85% | 14 |
|
|
2018
Q1 | $8.32M | Buy |
40,320
+14
| +0% | +$2.89K | 0.83% | 13 |
|
|
2017
Q4 | $8.39M | Sell |
40,306
-1,095
| -3% | -$228K | 0.84% | 14 |
|
|
2017
Q3 | $8.16M | Buy |
41,401
+715
| +2% | +$141K | 0.9% | 13 |
|
|
2017
Q2 | $7.82M | Sell |
40,686
-840
| -2% | -$161K | 0.89% | 14 |
|
|
2017
Q1 | $7.77M | Buy |
41,526
+181
| +0.4% | +$33.9K | 0.95% | 14 |
|
|
2016
Q4 | $7.4M | Buy |
41,345
+4,622
| +13% | +$827K | 0.97% | 15 |
|
|
2016
Q3 | $6.4M | Buy |
36,723
+2,559
| +7% | +$446K | 0.89% | 17 |
|
|
2016
Q2 | $5.75M | Buy |
34,164
+4,357
| +15% | +$733K | 0.85% | 18 |
|
|
2016
Q1 | $4.86M | Buy |
29,807
+8,004
| +37% | +$1.3M | 0.77% | 19 |
|
|
2015
Q4 | $3.49M | Buy |
21,803
+3,095
| +17% | +$496K | 0.53% | 26 |
|
|
2015
Q3 | $2.91M | Buy |
18,708
+2,940
| +19% | +$457K | 0.51% | 24 |
|
|
2015
Q2 | $2.69M | Buy |
15,768
+2,142
| +16% | +$365K | 0.4% | 36 |
|
|
2015
Q1 | $2.36M | Sell |
13,626
-825
| -6% | -$143K | 0.34% | 41 |
|
|
2014
Q4 | $2.41M | Buy |
14,451
+8,649
| +149% | +$1.44M | 0.39% | 39 |
|
|
2014
Q3 | $919K | Buy |
5,802
+361
| +7% | +$57.2K | 0.16% | 73 |
|
|
2014
Q2 | $884K | Sell |
5,441
-557
| -9% | -$90.5K | 0.15% | 73 |
|
|
2014
Q1 | $931K | Sell |
5,998
-1,235
| -17% | -$192K | 0.16% | 80 |
|
|
2013
Q4 | $1.09M | Sell |
7,233
-1,128
| -13% | -$169K | 0.2% | 71 |
|
|
2013
Q3 | $1.16M | Buy |
+8,361
| New | +$1.16M | 0.24% | 67 |
|