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Private Wealth Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Private Wealth Asset Management’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.4M Buy
145,750
+3,361
+2% +$309K 1.78% 12
2025
Q1 		$12.1M Buy
+142,389
New +$12.1M 1.74% 12