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PlanWiser Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PlanWiser Financial’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Sell
3,157
-88
-3% -$8.35K 0.26% 40
2025
Q1 		$278K Buy
+3,245
New +$278K 0.25% 42