Sovran 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
$557K Sell
5,980
-43
-0.7% -$4.01K 0.06% 297
2025
Q1
$484K Buy
6,023
+271
+5% +$21.8K 0.06% 293
2024
Q4
$513K Buy
+5,752
New +$513K 0.07% 253