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

Serenus Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,808
Closed -$239K – 62
2025
Q1 		$239K Hold
2,808
– – 0.04% 54
2024
Q4 		$248K Buy
+2,808
New +$248K 0.04% 49