STA
Smith Thornton Advisors’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 | $4.42M | Buy |
48,062
+1,014
| +2% | +$93.3K | 2.54% | 8 |
|
|
2025
Q1 | $4M | Buy |
47,048
+25,742
| +121% | +$2.19M | 2.49% | 8 |
|
|
2024
Q4 | $1.88M | Sell |
21,306
-446
| -2% | -$39.4K | 1.19% | 26 |
|
|
2024
Q3 | $1.92M | Sell |
21,752
-62
| -0.3% | -$5.47K | 1.26% | 27 |
|
|
2024
Q2 | $1.77M | Buy |
+21,814
| New | +$1.77M | 1.3% | 25 |
|