Diversified Portfolios Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Diversified Portfolios Inc’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 Q2	$290K	Hold
2025 Q1	$268K	Sell
2024 Q4	$349K	Sell
2024 Q3	$354K	Sell
2024 Q2	$399K	Sell
2024 Q1	$422K	Sell
2023 Q4	$425K	Hold
2023 Q3	$379K	Hold
2023 Q2	$399K	Sell
2023 Q1	$410K	Buy