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Caliber Wealth Management (Kansas)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.54M Sell
27,592
-3,845
-12% -$354K 0.27% 81
2025
Q1 		$2.67M Buy
+31,437
New +$2.67M 0.36% 70