Blue Oak Capital’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
$917K Hold
9,974
0.48% 36
2025
Q1
$848K Hold
9,974
0.47% 38
2024
Q4
$882K Buy
+9,974
New +$882K 0.54% 31