Blue Zone Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Blue Zone Wealth Advisors’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 Q3	$402K	Sell
2025 Q2	$384K	Buy
2025 Q1	$352K	Sell
2024 Q4	$374K	Buy
2024 Q3	$369K	Buy
2022 Q2	–	Sell
2022 Q1	$345K	Buy
2021 Q4	$213K	Sell
2021 Q3	$236K	Buy
2020 Q1	–	Sell
2019 Q4	$5.16M	Buy