SVWAG
Sound View Wealth Advisors Group’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 | $5.5M | Sell |
59,761
-2,562
| -4% | -$236K | 0.41% | 60 |
|
|
2025
Q1 | $5.3M | Sell |
62,323
-1,176
| -2% | -$100K | 0.44% | 57 |
|
|
2024
Q4 | $5.61M | Buy |
63,499
+270
| +0.4% | +$23.9K | 0.45% | 53 |
|
|
2024
Q3 | $5.57M | Buy |
63,229
+7,849
| +14% | +$692K | 0.45% | 54 |
|
|
2024
Q2 | $4.49M | Buy |
55,380
+539
| +1% | +$43.7K | 0.46% | 54 |
|
|
2024
Q1 | $4.61M | Sell |
54,841
-2,377
| -4% | -$200K | 0.49% | 54 |
|
|
2023
Q4 | $4.45M | Buy |
57,218
+3,020
| +6% | +$235K | 0.49% | 52 |
|
|
2023
Q3 | $3.75M | Buy |
54,198
+3,000
| +6% | +$208K | 0.47% | 55 |
|
|
2023
Q2 | $3.74M | Sell |
51,198
-109
| -0.2% | -$7.96K | 0.49% | 50 |
|
|
2023
Q1 | $3.59M | Sell |
51,307
-5,911
| -10% | -$413K | 0.49% | 53 |
|
|
2022
Q4 | $4.45M | Buy |
57,218
+23,689
| +71% | +$1.84M | 0.49% | 52 |
|
|
2022
Q3 | $2.08M | Buy |
33,529
+702
| +2% | +$43.6K | 0.47% | 58 |
|
|
2022
Q2 | $2.12M | Sell |
32,827
-7,313
| -18% | -$473K | 0.44% | 61 |
|
|
2022
Q1 | $3.13M | Buy |
40,140
+330
| +0.8% | +$25.8K | 0.6% | 49 |
|
|
2021
Q4 | $3.31M | Buy |
39,810
+6,326
| +19% | +$525K | 0.62% | 46 |
|
|
2021
Q3 | $2.62M | Buy |
33,484
+4,611
| +16% | +$361K | 0.55% | 49 |
|
|
2021
Q2 | $2.29M | Buy |
28,873
+21,773
| +307% | +$1.73M | 0.48% | 55 |
|
|
2021
Q1 | $525K | Hold |
7,100
| – | – | 0.12% | 152 |
|
|
2020
Q4 | $487K | Hold |
7,100
| – | – | 0.12% | 155 |
|
|
2020
Q3 | $407K | Hold |
7,100
| – | – | 0.11% | 165 |
|
|
2020
Q2 | $381K | Buy |
+7,100
| New | +$381K | 0.11% | 161 |
|