RW
IWR icon

Ridgeline Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ridgeline Wealth’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 		– Sell
-2,422
Closed -$206K – 57
2025
Q1 		$206K Hold
2,422
– – 0.18% 53
2024
Q4 		$214K Buy
+2,422
New +$214K 0.17% 55