Sage Mountain 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 | $1.36M | Buy |
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2025
Q1 | $34.3K | Hold |
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|
2024
Q4 | $35.6K | Hold |
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|
2024
Q3 | $35.5K | Hold |
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|
2024
Q2 | $32.7K | Buy |
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|
2024
Q1 | $22.5K | Hold |
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|
2023
Q4 | $20.8K | Hold |
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|
2023
Q3 | $18.5K | Hold |
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|
2023
Q2 | $19.5K | Sell |
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|
2023
Q1 | $24K | Buy |
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|
2022
Q4 | $18K | Buy |
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