SAI
Savvy Advisors Inc’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 | $248K | Sell |
2,702
-337
| -11% | -$31K | 0.02% | 530 |
|
|
2025
Q1 | $258K | Buy |
3,039
+71
| +2% | +$6.04K | 0.03% | 423 |
|
|
2024
Q4 | $262K | Sell |
2,968
-170
| -5% | -$15K | 0.03% | 367 |
|
|
2024
Q3 | $277K | Buy |
3,138
+7
| +0.2% | +$617 | 0.06% | 269 |
|
|
2024
Q2 | $254K | Buy |
3,131
+48
| +2% | +$3.89K | 0.08% | 239 |
|
|
2024
Q1 | $259K | Buy |
3,083
+3
| +0.1% | +$252 | 0.15% | 183 |
|
|
2023
Q4 | $239K | Buy |
+3,080
| New | +$239K | 0.23% | 131 |
|