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

Security National Trust’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.93M	Hold
2021 Q2	$2.93M	Sell
2021 Q1	$2.75M	Sell
2020 Q4	$2.56M	Hold
2020 Q3	$2.14M	Hold
2020 Q2	$2M	Hold
2020 Q1	$1.61M	Hold
2019 Q4	$2.23M	Hold
2019 Q3	$2.09M	Sell
2019 Q2	$2.1M	Hold
2019 Q1	$2.02M	Sell
2018 Q4	$1.78M	Hold
2018 Q3	$2.12M	Hold
2018 Q2	$2.04M	Sell
2018 Q1	$2M	Sell
2017 Q4	$2.02M	Hold
2017 Q3	$1.91M	Sell
2017 Q2	$1.87M	Hold
2017 Q1	$1.82M	Buy
2016 Q4	$505K	Hold
2016 Q3	$493K	Hold
2016 Q2	$475K	Sell
2016 Q1	$480K	Hold
2015 Q4	$472K	Hold
2015 Q3	$458K	Buy
2015 Q2	$498K	Hold
2015 Q1	$506K	Hold
2014 Q4	$488K	Buy
2014 Q3	$250K	Buy
2014 Q2	$127K	Hold
2014 Q1	$121K	Hold
2013 Q4	$117K	Hold
2013 Q3	$108K	Buy