Security National Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$34.8K Hold
2025
Q2
$33.1K Hold
2025
Q1
$30.6K Sell
2024
Q4
$28.2M Sell
2024
Q3
$30.2M Hold
2024
Q2
$27.8M Hold
2024
Q1
$28.9M Buy