Alaethes Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Alaethes Wealth’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 Q3	$253K	Hold
2025 Q2	$241K	Sell
2025 Q1	$325K	Buy
2024 Q4	$239K	Hold
2024 Q3	$238K	Buy
2022 Q2	–	Sell
2022 Q1	$187K	Hold
2021 Q4	$199K	Hold
2021 Q3	$188K	Hold
2021 Q2	$190K	Buy