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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
2,325
0.03% 71
2025
Q1
$198K Hold
2,325
0.02% 72
2024
Q4
$206K Hold
2,325
0.03% 71
2024
Q3
$205K Hold
2,325
0.03% 71
2024
Q2
$189K Hold
2,325
0.03% 51
2024
Q1
$196K Hold
2,325
0.03% 49
2023
Q4
$181K Buy
+2,325
New +$181K 0.03% 48