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

SIMA Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.3K	Hold
2025 Q4	$46.8K	Sell
2025 Q3	$52.3K	Sell
2025 Q2	$53.7K	Sell
2025 Q1	$63.5K	Hold
2024 Q4	$66K	Sell
2024 Q3	$72.2K	Sell
2024 Q2	$77.2K	Buy