MWA Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
2025
Q1
$428K Buy
2024
Q4
$386K Buy
2024
Q3
$380K Hold
2024
Q2
$350K Sell
2024
Q1
$368K Buy
2023
Q4
$337K Buy
2023
Q3
$288K Buy