Jamison Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Jamison Private Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$526K	Hold
2025 Q2	$501K	Hold
2025 Q1	$464K	Hold
2024 Q4	$482K	Hold
2024 Q3	$480K	Hold
2024 Q2	$442K	Hold
2024 Q1	$458K	Buy