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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $791K | Sell |
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|
2024
Q3 | $894K | Sell |
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|
2024
Q2 | $823K | Sell |
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $970K | Sell |
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|
2023
Q3 | $875K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $893K | Hold |
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|
2022
Q2 | $929K | Buy |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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