Paces Ferry Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $868K | Buy |
8,922
+10
| +0.1% | +$999 | 0.36% | 43 |
|
|
2025
Q4 | $858K | Buy |
8,912
+15
| +0.2% | +$1.44K | 0.35% | 45 |
|
|
2025
Q3 | $859K | Buy |
8,897
+13
| +0.1% | +$1.23K | 0.36% | 44 |
|
|
2025
Q2 | $817K | Buy |
8,884
+11
| +0.1% | +$950 | 0.38% | 46 |
|
|
2025
Q1 | $755K | Sell |
8,873
-74
| -0.8% | -$6.6K | 0.38% | 46 |
|
|
2024
Q4 | $791K | Sell |
8,947
-1,199
| -12% | -$109K | 0.38% | 47 |
|
|
2024
Q3 | $894K | Sell |
10,146
-8
| -0.1% | -$674 | 0.51% | 42 |
|
|
2024
Q2 | $823K | Sell |
10,154
-16
| -0.2% | -$1.3K | 0.5% | 43 |
|
|
2024
Q1 | $855K | Sell |
10,170
-2,307
| -18% | -$183K | 0.55% | 40 |
|
|
2023
Q4 | $970K | Sell |
12,477
-156
| -1% | -$11.1K | 0.67% | 37 |
|
|
2023
Q3 | $875K | Sell |
12,633
-1,436
| -10% | -$105K | 0.69% | 37 |
|
|
2023
Q2 | $1.03M | Buy |
14,069
+262
| +2% | +$18.2K | 0.77% | 35 |
|
|
2023
Q1 | $965K | Sell |
13,807
-591
| -4% | -$41.7K | 0.78% | 35 |
|
|
2022
Q4 | $971K | Buy |
14,398
+30
| +0.2% | +$2.02K | 0.95% | 28 |
|
|
2022
Q3 | $893K | Hold |
14,368
| – | – | 0.98% | 27 |
|
|
2022
Q2 | $929K | Buy |
14,368
+30
| +0.2% | +$2.14K | 0.91% | 29 |
|
|
2022
Q1 | $1.12M | Sell |
14,338
-305
| -2% | -$23.5K | 0.89% | 30 |
|
|
2021
Q4 | $1.22M | Sell |
14,643
-1,276
| -8% | -$105K | 0.87% | 30 |
|
|
2021
Q3 | $1.25M | Sell |
15,919
-557
| -3% | -$44.6K | 0.99% | 28 |
|
|
2021
Q2 | $1.31M | Sell |
16,476
-766
| -4% | -$59.4K | 1% | 29 |
|
|
2021
Q1 | $1.27M | Sell |
17,242
-1,233
| -7% | -$89.1K | 1.11% | 26 |
|
|
2020
Q4 | $1.27M | Sell |
18,475
-514
| -3% | -$32.7K | 1.16% | 24 |
|
|
2020
Q3 | $1.09M | Buy |
+18,989
| New | +$1.08M | 0.95% | 26 |
|
Other funds holding IWR
