SWA
Sax Wealth Advisors’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 | $362K | Buy |
3,934
+185
| +5% | +$17K | 0.02% | 307 |
|
|
2025
Q1 | $319K | Hold |
3,749
| – | – | 0.02% | 286 |
|
|
2024
Q4 | $331K | Hold |
3,749
| – | – | 0.03% | 253 |
|
|
2024
Q3 | $330K | Hold |
3,749
| – | – | 0.03% | 212 |
|
|
2024
Q2 | $304K | Buy |
3,749
+110
| +3% | +$8.92K | 0.03% | 206 |
|
|
2024
Q1 | $306K | Sell |
3,639
-130
| -3% | -$10.9K | 0.04% | 146 |
|
|
2023
Q4 | $293K | Hold |
3,769
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $261K | Buy |
+3,769
| New | +$261K | 0.05% | 148 |
|