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

CreativeOne Wealth’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$904K	Sell
2025 Q2	$1.16M	Buy
2025 Q1	$918K	Buy
2024 Q4	$905K	Buy
2024 Q3	$828K	Buy
2024 Q2	$289K	Buy
2023 Q2	–	Sell
2023 Q1	$270K	Buy
2022 Q4	$258K	Sell
2022 Q3	$246K	Sell
2022 Q2	$269K	Buy