Independent Wealth Network’s Alger Mid Cap 40 ETF FRTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$735K	Buy	38,260 +3,953	+12%	+$76K	0.27%	90
2025 Q1	$546K	Buy	34,307 +2,859	+9%	+$45.5K	0.22%	119
2024 Q4	$588K	Buy	+31,448	New	+$588K	0.24%	107