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Atlas Legacy Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atlas Legacy Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.5M Sell
136,082
-17,975
-12% -$1.65M 2.76% 6
2025
Q1 		$13.1M Sell
154,057
-124,199
-45% -$10.6M 3.33% 6
2024
Q4 		$24.6M Buy
+278,256
New +$24.6M 5.96% 3