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Tobias Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tobias Financial Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$271K Hold
2,944
– – 0.05% 99
2025
Q1 		$250K Sell
2,944
-520
-15% -$44.2K 0.05% 94
2024
Q4 		$306K Hold
3,464
– – 0.06% 86
2024
Q3 		$305K Buy
+3,464
New +$305K 0.06% 86