Facet Wealth Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$482K Hold
2025
Q2
$468K Buy
2025
Q1
$245K Buy
2024
Q4
$231K Sell
2024
Q3
$243K Buy
2024
Q2
$210K Sell
2024
Q1
$207K Sell
2023
Q4
$287K Buy
2023
Q3
$227K Buy
2023
Q2
$255K Buy