SageView Advisory Group’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 | $4.57M | Buy |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $2.26M | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.57M | Buy |
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