Spirepoint Private Client’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Spirepoint Private Client’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$822K	Hold
2025 Q2	$783K	Hold
2025 Q1	$724K	Sell
2024 Q4	$783K	Buy
2024 Q3	$350K	Hold
2024 Q2	$322K	Hold
2024 Q1	$334K	Buy