Quartz Partners’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
Q1
Sell
-3,102
Closed -$274K 155
2024
Q4
$274K Sell
3,102
-1,326
-30% -$117K 0.17% 125
2024
Q3
$390K Buy
+4,428
New +$390K 0.24% 108