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

Curio Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$823K Buy
8,952
+8,942
+89,420% +$822K 0.36% 34
2025
Q1 		$858K Sell
10
-9,693
-100% -$831M 0.45% 33
2024
Q4 		$858K Buy
+9,703
New +$858K 0.46% 33