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

Partners Capital Investment Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.47M	Sell
2025 Q2	$1.64M	Sell
2025 Q1	$2.7M	Buy
2023 Q3	–	Sell
2023 Q2	$27.8M	Hold
2023 Q1	$26.6M	Buy