Independent Advisor Alliance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Independent Advisor Alliance’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	$802K	Buy
2025 Q1	–	Sell
2024 Q4	$15.8M	Buy
2020 Q1	–	Sell
2019 Q4	$7.81M	Buy
2017 Q2	–	Sell
2017 Q1	$1.68M	Buy