MF
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Montis Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Montis Financial’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$853K Sell
9,276
-2,187
-19% -$201K 0.24% 58
2025
Q1 		$975K Sell
11,463
-3,142
-22% -$267K 0.29% 50
2024
Q4 		$1.29M Buy
+14,605
New +$1.29M 0.4% 45