SAM
Sawgrass Asset Management’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 | $8.69M | Buy |
94,494
+50
| +0.1% | +$4.6K | 0.99% | 37 |
|
|
2025
Q1 | $8.03M | Hold |
94,444
| – | – | 0.99% | 38 |
|
|
2024
Q4 | $8.35M | Buy |
94,444
+3,595
| +4% | +$318K | 0.92% | 40 |
|
|
2024
Q3 | $8.01M | Sell |
90,849
-4,037
| -4% | -$356K | 0.83% | 44 |
|
|
2024
Q2 | $7.69M | Sell |
94,886
-29,328
| -24% | -$2.38M | 0.83% | 46 |
|
|
2024
Q1 | $10.4M | Hold |
124,214
| – | – | 1.14% | 30 |
|
|
2023
Q4 | $9.66M | Buy |
124,214
+18,896
| +18% | +$1.47M | 1.09% | 36 |
|
|
2023
Q3 | $7.29M | Buy |
+105,318
| New | +$7.29M | 0.89% | 42 |
|