Sage Capital 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 | $1.7M | Sell |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.79M | Sell |
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|
2021
Q4 | $2.9M | Sell |
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|
2021
Q3 | $3.01M | Buy |
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|
2021
Q2 | $3M | Buy |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $1.99M | Buy |
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|
2020
Q3 | $901K | Buy |
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|
2020
Q2 | $824K | Buy |
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|
2020
Q1 | $627K | Buy |
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|
2019
Q4 | $847K | Buy |
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|
2019
Q3 | $793K | Sell |
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|
2019
Q2 | $813K | Buy |
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|
2019
Q1 | $730K | Buy |
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|
2018
Q4 | $598K | Buy |
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|
2018
Q3 | $689K | Buy |
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|
2018
Q2 | $521K | Sell |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $502K | Buy |
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|
2017
Q3 | $471K | Buy |
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|
2017
Q2 | $327K | Buy |
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