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

Evernest Financial Advisors’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 Q3	$2.27M	Hold
2025 Q2	$2.16M	Buy
2025 Q1	$1.35M	Hold
2024 Q4	$1.41M	Sell
2024 Q3	$1.41M	Hold
2024 Q2	$1.29M	Hold
2024 Q1	$1.25M	Buy
2023 Q4	$649K	Buy
2021 Q4	$658K	Buy