GWS
IWR icon

Greykasell Wealth Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.12M Sell
44,780
-3,943
-8% -$363K 1.97% 14
2025
Q1
$4.14M Sell
48,723
-127
-0.3% -$10.8K 2.21% 11
2024
Q4
$4.32M Buy
+48,850
New +$4.32M 2.4% 9