Axis Wealth Partners’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
$2.64M Buy
28,702
+1,009
+4% +$92.8K 1.73% 16
2025
Q1
$2.36M Buy
27,693
+3,441
+14% +$293K 1.74% 17
2024
Q4
$2.14M Buy
+24,252
New +$2.14M 1.81% 14