Sage Mountain Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
|
|||||
|
2025
Q1 | $77.8K | Hold |
|
|||||
|
2024
Q4 | $79.9K | Buy |
|
|||||
|
2024
Q3 | $41.7K | Sell |
|
|||||
|
2024
Q2 | $40.6K | Sell |
|
|||||
|
2024
Q1 | $54.9K | Buy |
|
|||||
|
2023
Q4 | $39.1K | Hold |
|
|||||
|
2023
Q3 | $35.1K | Hold |
|
|||||
|
2023
Q2 | $36.9K | Hold |
|
|||||
|
2023
Q1 | $35.7K | Hold |
|
|||||
|
2022
Q4 | $35.4K | Buy |
|
|||||
|
2022
Q3 | $2K | Hold |
|
|||||
|
2022
Q2 | $2K | Hold |
|
|||||
|
2022
Q1 | $3K | Hold |
|
|||||
|
2021
Q4 | $3K | Hold |
|
|||||
|
2021
Q3 | $2K | Hold |
|
|||||
|
2021
Q2 | $2K | Hold |
|
|||||
|
2021
Q1 | $2K | Hold |
|
|||||
|
2020
Q4 | $2K | Buy |
|