Advisor OS’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advisor OS’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$620K	Buy
2025 Q1	$561K	Buy
2024 Q2	–	Sell
2024 Q1	$457K	Hold
2023 Q4	$423K	Sell
2023 Q3	$397K	Buy
2023 Q2	$418K	Buy
2023 Q1	$378K	Buy