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Shared Vision Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Shared Vision Wealth Group’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Sell
2,754
-64
-2% -$6K 0.13% 71
2025
Q1 		$240K Buy
2,818
+299
+12% +$25.4K 0.13% 71
2024
Q4 		$223K Buy
+2,519
New +$223K 0.12% 72