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Enclave Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Enclave Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$224K Sell
2,430
-178
-7% -$16.4K 0.04% 114
2025
Q1 		$222K Sell
2,608
-239
-8% -$20.3K 0.04% 108
2024
Q4 		$252K Buy
2,847
+1
+0% +$88 0.04% 109
2024
Q3 		$251K Buy
+2,846
New +$251K 0.04% 107