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Invera Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Invera Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,745
Closed -$369K – 82
2023
Q4 		$369K Buy
+4,745
New +$369K 0.23% 81