KPWG
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KFA Private Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$462K Sell
5,022
-108
-2% -$9.93K 0.14% 76
2025
Q1
$436K Buy
+5,130
New +$436K 0.15% 68
2020
Q3
Sell
-4,034
Closed -$216K 66
2020
Q2
$216K Buy
+4,034
New +$216K 0.21% 47