Sandy Cove Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sandy Cove Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Sell	3,489 -21	-0.6%	-$2.21K	0.1%	109
2026 Q1	$341K	Buy	3,510 +2	+0.1%	+$200	0.1%	104
2025 Q4	$338K	Sell	3,508 -2,071	-37%	-$199K	0.1%	109
2025 Q3	$539K	Buy	5,579 +3	+0.1%	+$284	0.17%	76
2025 Q2	$513K	Sell	5,576 -641	-10%	-$55.4K	0.19%	72
2025 Q1	$529K	Sell	6,217 -495	-7%	-$44.1K	0.21%	65
2024 Q4	$593K	Sell	6,712 -456	-6%	-$41.4K	0.23%	61
2024 Q3	$632K	Sell	7,168 -3,487	-33%	-$294K	0.26%	57
2024 Q2	$864K	Hold	10,655	–	–	0.38%	44
2024 Q1	$896K	Buy	10,655 +4,250	+66%	+$337K	0.41%	42
2023 Q4	$498K	Buy	6,405 +24	+0.4%	+$1.71K	0.26%	62
2023 Q3	$442K	Hold	6,381	–	–	0.26%	66
2023 Q2	$466K	Buy	+6,381	New	+$444K	0.27%	66

Other funds holding IWR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return