Athena Investment 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
$211K Buy
+2,299
New +$211K 0.12% 147
2025
Q1
Sell
-2,352
Closed -$208K 152
2024
Q4
$208K Sell
2,352
-3
-0.1% -$265 0.12% 147
2024
Q3
$208K Buy
+2,355
New +$208K 0.12% 145