Independent Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Independent Family Office’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	$203K	Buy
2021 Q3	–	Sell
2021 Q2	$294K	Sell
2021 Q1	$319K	Sell
2020 Q4	$423K	Sell
2020 Q3	$432K	Hold
2020 Q2	$404K	Sell
2020 Q1	$705K	Hold
2019 Q4	$973K	Buy