Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.43M | Buy |
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|
2023
Q2 | $5.66M | Buy |
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|
2023
Q1 | $5.32M | Buy |
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|
2022
Q4 | $4.94M | Buy |
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|
2022
Q3 | $4.12M | Buy |
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|
2022
Q2 | $4.18M | Buy |
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|
2022
Q1 | $4.65M | Buy |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $4.05M | Buy |
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $3.45M | Buy |
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|
2020
Q3 | $2.82M | Buy |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $2.54M | Sell |
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|
2019
Q3 | $2.39M | Sell |
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|
2019
Q2 | $2.5M | Sell |
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|
2019
Q1 | $2.48M | Sell |
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|
2018
Q4 | $2.15M | Sell |
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|
2018
Q3 | $2.66M | Buy |
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|
2018
Q2 | $2.47M | Sell |
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|
2018
Q1 | $2.42M | Buy |
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|
2017
Q4 | $2.44M | Buy |
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|
2017
Q3 | $2.24M | Buy |
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|
2017
Q2 | $2.15M | Buy |
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|
2017
Q1 | $2.03M | Buy |
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|
2016
Q4 | $1.92M | Sell |
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|
2016
Q3 | $1.89M | Buy |
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|
2016
Q2 | $1.79M | Buy |
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|
2016
Q1 | $1.7M | Buy |
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