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Legacy Wealth Management (Mississippi)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$394K Sell
4,281
-6,565
-61% -$604K 0.12% 67
2025
Q1 		$923K Buy
10,846
+6,578
+154% +$560K 0.3% 48
2024
Q4 		$377K Sell
4,268
-4,462
-51% -$394K 0.15% 78
2024
Q3 		$769K Buy
+8,730
New +$769K 0.28% 60