Affinity Capital 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
2025
Q3
$374K Sell
2025
Q2
$615K Buy
2025
Q1
$347K Sell
2024
Q4
$410K Sell
2024
Q3
$409K Sell
2024
Q2
$387K Buy
2024
Q1
$396K Sell
2023
Q4
$370K Buy
2023
Q3
$241K Buy