SWM
Selective Wealth Management’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 | $857K | Hold |
9,158
| – | – | 0.31% | 39 |
|
|
2025
Q1 | $729K | Hold |
9,158
| – | – | 0.32% | 43 |
|
|
2024
Q4 | $817K | Sell |
9,158
-113
| -1% | -$10.1K | 0.33% | 43 |
|
|
2024
Q3 | $811K | Sell |
9,271
-50
| -0.5% | -$4.38K | 0.34% | 43 |
|
|
2024
Q2 | $751K | Buy |
9,321
+22
| +0.2% | +$1.77K | 0.33% | 43 |
|
|
2024
Q1 | $762K | Buy |
+9,299
| New | +$762K | 0.33% | 43 |
|