Security National Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1K | Hold |
360
| – | – | 0.01% | 237 |
|
|
2025
Q1 | $30.6K | Sell |
360
-318,356
| -100% | -$27.1M | 0.01% | 242 |
|
|
2024
Q4 | $28.2M | Sell |
318,716
-24,480
| -7% | -$2.16M | 4.02% | 6 |
|
|
2024
Q3 | $30.2M | Hold |
343,196
| – | – | 4.11% | 5 |
|
|
2024
Q2 | $27.8M | Hold |
343,196
| – | – | 4.04% | 4 |
|
|
2024
Q1 | $28.9M | Buy |
+343,196
| New | +$28.9M | 4.37% | 4 |
|