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

Axxcess Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$12M	Buy
2024 Q4	–	Sell
2024 Q3	$1.07M	Sell
2024 Q2	$984K	Hold
2024 Q1	$1.02M	Buy
2023 Q4	$708K	Hold
2023 Q3	$631K	Buy
2022 Q3	–	Sell
2022 Q2	$203K	Hold
2022 Q1	$245K	Buy
2021 Q4	$214K	Buy