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

Destination Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Buy
2018 Q3	–	Sell
2018 Q2	$13K	Buy
2018 Q1	$9K	Buy