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

Amplius Wealth Advisors’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 Q2	$254K	Buy
2025 Q1	–	Sell
2024 Q4	$201K	Hold
2024 Q3	$200K	Buy
2022 Q4	–	Sell
2022 Q3	$202K	Buy
2022 Q1	–	Sell
2021 Q4	$726K	Buy