Narus Financial Partners’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
$2.47M Sell
2025
Q1
$2.7M Buy
2024
Q4
$2.25M Buy
2024
Q3
$612K Buy
2024
Q2
$547K Buy
2024
Q1
$495K Buy
2023
Q4
$444K Buy
2023
Q3
$330K Buy
2023
Q2
$301K Buy