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

Towerpoint Wealth’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
2025 Q3	$356K	Buy
2025 Q2	$311K	Buy
2022 Q4	–	Sell
2022 Q3	$291K	Sell
2022 Q2	$362K	Sell
2022 Q1	$892K	Buy