Sonen Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sonen Capital’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
2023 Q4	$414K	Hold
2023 Q3	$370K	Hold
2023 Q2	$389K	Hold
2023 Q1	$372K	Buy