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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Hold
3,884
0.04% 90
2025
Q1
$330K Buy
+3,884
New +$330K 0.04% 87
2023
Q2
Sell
-3,999
Closed -$280K 85
2023
Q1
$280K Buy
+3,999
New +$280K 0.07% 63