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Copia Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Copia Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$53.7K Buy
584
+4
+0.7% +$368 0.05% 164
2025
Q1 		$49.3K Hold
580
– – 0.05% 159
2024
Q4 		$51.3K Buy
+580
New +$51.3K 0.05% 142