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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$608K Hold
2025
Q1
$562K Buy
2024
Q4
$441K Hold
2024
Q3
$439K Hold
2024
Q2
$404K Hold
2024
Q1
$419K Hold
2023
Q4
$388K Buy