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Confluence Wealth Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Confluence Wealth Services’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210K Buy
+2,280
New +$210K 0.01% 344
2022
Q1 		– Sell
-614
Closed -$50K – 696
2021
Q4 		$50K Buy
+614
New +$50K 0.02% 477