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

Bordeaux 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 Q2	$471K	Hold
2025 Q1	$435K	Hold
2024 Q4	$452K	Hold
2024 Q3	$451K	Sell
2024 Q2	$420K	Buy
2024 Q1	$430K	Buy
2023 Q4	$301K	Buy
2022 Q1	–	Sell
2021 Q4	$344K	Buy