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North Berkeley Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

North Berkeley Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Buy
+13,410
New +$1.23M 1.13% 21
2025
Q1 		– Sell
-2,317
Closed -$205K – 65
2024
Q4 		$205K Buy
+2,317
New +$205K 0.21% 64