SIA
SeaBridge Investment 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 | $1.29M | Hold |
14,001
| – | – | 0.24% | 96 |
|
|
2025
Q1 | $1.19M | Hold |
14,001
| – | – | 0.26% | 96 |
|
|
2024
Q4 | $1.24M | Hold |
14,001
| – | – | 0.26% | 97 |
|
|
2024
Q3 | $1.23M | Hold |
14,001
| – | – | 0.3% | 88 |
|
|
2024
Q2 | $1.14M | Buy |
+14,001
| New | +$1.14M | 0.29% | 90 |
|
|
2016
Q1 | – | Sell |
-120
| Closed | -$19K | – | 236 |
|
|
2015
Q4 | $19K | Buy |
+120
| New | +$19K | ﹤0.01% | 196 |
|