SFMG Wealth 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 | $518K | Hold |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $498K | Hold |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $404K | Hold |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $459K | Hold |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $438K | Hold |
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|
2021
Q1 | $409K | Hold |
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|
2020
Q4 | $379K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $439K | Hold |
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|
2019
Q4 | $606K | Hold |
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|
2019
Q3 | $569K | Sell |
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|
2019
Q2 | $589K | Buy |
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|
2019
Q1 | $498K | Hold |
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|
2018
Q4 | $429K | Sell |
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|
2018
Q3 | $473K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $313K | Buy |
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