49 Wealth Management’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
Q3
$456K Buy
2025
Q2
$432K Buy
2025
Q1
$399K Sell
2024
Q4
$418K Sell
2024
Q3
$418K Sell
2024
Q2
$432K Sell
2024
Q1
$451K Buy
2023
Q4
$416K Buy