SWM
SilverOak 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 | $608K | Hold |
6,610
| – | – | 0.11% | 59 |
|
|
2025
Q1 | $562K | Buy |
6,610
+1,624
| +33% | +$138K | 0.12% | 57 |
|
|
2024
Q4 | $441K | Hold |
4,986
| – | – | 0.09% | 62 |
|
|
2024
Q3 | $439K | Hold |
4,986
| – | – | 0.1% | 63 |
|
|
2024
Q2 | $404K | Hold |
4,986
| – | – | 0.1% | 62 |
|
|
2024
Q1 | $419K | Hold |
4,986
| – | – | 0.1% | 60 |
|
|
2023
Q4 | $388K | Buy |
+4,986
| New | +$388K | 0.1% | 62 |
|