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

Selective Wealth Management’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	$885K	Hold
2025 Q2	$857K	Hold
2025 Q1	$729K	Hold
2024 Q4	$817K	Sell
2024 Q3	$811K	Sell
2024 Q2	$751K	Buy
2024 Q1	$762K	Buy