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

Fortis Capital 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 		$428K Sell
4,655
-793
-15% -$72.9K 0.08% 170
2025
Q1 		$463K Buy
5,448
+202
+4% +$17.2K 0.09% 161
2024
Q4 		$454K Hold
5,246
– – 0.16% 113
2024
Q3 		$462K Buy
+5,246
New +$462K 0.15% 107