Alpine Bank Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
3,285
-550
-14% -$50.6K 0.05% 117
2025
Q1
$326K Buy
+3,835
New +$326K 0.05% 111
2024
Q3
$939K Buy
+10,649
New +$939K 0.15% 75