SPWG
Sage Private Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,742
| Closed | -$330K | – | 96 |
|
|
2024
Q3 | $330K | Sell |
3,742
-632
| -14% | -$55.7K | 0.26% | 68 |
|
|
2024
Q2 | $355K | Sell |
4,374
-3,037
| -41% | -$246K | 0.3% | 53 |
|
|
2024
Q1 | $623K | Sell |
7,411
-188,852
| -96% | -$15.9M | 0.5% | 27 |
|
|
2023
Q4 | $15.3M | Buy |
+196,263
| New | +$15.3M | 13.61% | 2 |
|