SMA
Sage Mountain Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
14,756
+14,353
| +3,562% | +$1.32M | 0.09% | 108 |
|
|
2025
Q1 | $34.3K | Hold |
403
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $35.6K | Hold |
403
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $35.5K | Hold |
403
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $32.7K | Buy |
403
+136
| +51% | +$11K | ﹤0.01% | 394 |
|
|
2024
Q1 | $22.5K | Hold |
267
| – | – | ﹤0.01% | 374 |
|
|
2023
Q4 | $20.8K | Hold |
267
| – | – | ﹤0.01% | 321 |
|
|
2023
Q3 | $18.5K | Hold |
267
| – | – | ﹤0.01% | 321 |
|
|
2023
Q2 | $19.5K | Sell |
267
-76
| -22% | -$5.55K | ﹤0.01% | 317 |
|
|
2023
Q1 | $24K | Buy |
343
+76
| +28% | +$5.31K | ﹤0.01% | 297 |
|
|
2022
Q4 | $18K | Buy |
+267
| New | +$18K | ﹤0.01% | 261 |
|