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

Aletheian Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,755
Closed -$1.2M – 72
2022
Q4 		$1.2M Buy
+17,755
New +$1.2M 1.03% 26