Focus Partners Wealth
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Focus Partners Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Focus Partners Wealth’s Portfolio IWR Stock Details IWR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$45.3M Buy
2025
Q2 		$43M Buy
2025
Q1 		$38.8M Sell
2024
Q4 		$40.5M Buy
2024
Q3 		$36M Sell
2024
Q2 		$51.4M Buy
2024
Q1 		$23.4M Buy
2023
Q4 		$18.7M Buy