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Innovative Wealth Building’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Innovative Wealth Building’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 		$582K Buy
6,325
+835
+15% +$76.8K 0.48% 33
2025
Q1 		$467K Buy
5,490
+125
+2% +$10.6K 0.43% 37
2024
Q4 		$474K Buy
+5,365
New +$474K 0.43% 35