Sequoia Financial Advisors’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
Q2 | $4.59M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $3.67M | Sell |
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|
2024
Q3 | $4.07M | Sell |
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|
2024
Q2 | $4.19M | Buy |
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|
2024
Q1 | $3.8M | Buy |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $287K | Sell |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $938K | Sell |
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|
2020
Q1 | $869K | Buy |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $1.27M | Buy |
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|
2019
Q1 | $756K | Buy |
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|
2018
Q4 | $222K | Buy |
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|
2018
Q3 | $263K | Buy |
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|
2018
Q2 | $253K | Hold |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $230K | Buy |
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