SMA
Sage Mountain Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Hold |
3,564
| – | – | 0.03% | 242 |
|
|
2025
Q1 | $419K | Sell |
3,564
-2,847
| -44% | -$335K | 0.03% | 248 |
|
|
2024
Q4 | $813K | Buy |
6,411
+2,848
| +80% | +$361K | 0.06% | 145 |
|
|
2024
Q3 | $418K | Sell |
3,563
-24
| -0.7% | -$2.82K | 0.04% | 233 |
|
|
2024
Q2 | $396K | Buy |
3,587
+2
| +0.1% | +$221 | 0.04% | 207 |
|
|
2024
Q1 | $409K | Buy |
3,585
+1
| +0% | +$114 | 0.04% | 190 |
|
|
2023
Q4 | $374K | Buy |
3,584
+5
| +0.1% | +$522 | 0.04% | 169 |
|
|
2023
Q3 | $327K | Hold |
3,579
| – | – | 0.05% | 178 |
|
|
2023
Q2 | $346K | Sell |
3,579
-83
| -2% | -$8.02K | 0.05% | 163 |
|
|
2023
Q1 | $333K | Hold |
3,662
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $306K | Buy |
3,662
+660
| +22% | +$55.2K | 0.07% | 104 |
|
|
2022
Q3 | $235K | Hold |
3,002
| – | – | 0.06% | 143 |
|
|
2022
Q2 | $238K | Hold |
3,002
| – | – | 0.04% | 387 |
|
|
2022
Q1 | $302K | Hold |
3,002
| – | – | 0.05% | 383 |
|
|
2021
Q4 | $346K | Hold |
3,002
| – | – | 0.04% | 407 |
|
|
2021
Q3 | $336K | Hold |
3,002
| – | – | 0.05% | 331 |
|
|
2021
Q2 | $340K | Hold |
3,002
| – | – | 0.06% | 295 |
|
|
2021
Q1 | $306K | Hold |
3,002
| – | – | 0.07% | 233 |
|
|
2020
Q4 | $308K | Buy |
+3,002
| New | +$308K | 0.1% | 128 |
|