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Allium Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Allium Financial Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.5M Sell
27,203
-477
-2% -$43.9K 1.84% 14
2025
Q1 		$2.35M Buy
+27,680
New +$2.35M 2.15% 11