Partners Capital Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Sell	17,823 -13,859	-44%	-$1.27M	0.07%	98
2025 Q1	$2.7M	Buy	+31,682	New	+$2.7M	0.05%	119
2023 Q3	–	Sell	-380,748	Closed	-$27.8M	–	253
2023 Q2	$27.8M	Hold	380,748	–	–	0.6%	31
2023 Q1	$26.6M	Buy	+380,748	New	+$26.6M	1.14%	21