Sound View Wealth Advisors Group’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 | $5.5M | Sell |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $5.61M | Buy |
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|
2024
Q3 | $5.57M | Buy |
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|
2024
Q2 | $4.49M | Buy |
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|
2024
Q1 | $4.61M | Sell |
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|
2023
Q4 | $4.45M | Buy |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $3.59M | Sell |
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|
2022
Q4 | $4.45M | Buy |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $3.31M | Buy |
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|
2021
Q3 | $2.62M | Buy |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $525K | Hold |
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|
2020
Q4 | $487K | Hold |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $381K | Buy |
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