Monte Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Monte Financial Group’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	–	Sell
2025 Q2	$223K	Buy
2024 Q2	–	Sell
2024 Q1	$210K	Sell
2023 Q4	$284K	Sell
2023 Q3	$276K	Sell
2023 Q2	$337K	Buy
2023 Q1	$218K	Buy