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Holistic Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Holistic Planning’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 		$578K Buy
6,288
+2,418
+62% +$222K 0.17% 109
2025
Q1 		$329K Buy
3,870
+28
+0.7% +$2.38K 0.11% 134
2024
Q4 		$340K Buy
3,842
+263
+7% +$23.2K 0.12% 118
2024
Q3 		$315K Buy
+3,579
New +$315K 0.13% 110