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Trivium Point Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Trivium Point Advisory’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.4M Buy
+26,129
New +$2.4M 0.26% 103
2025
Q1 		– Sell
-7,027
Closed -$621K – 344
2024
Q4 		$621K Buy
+7,027
New +$621K 0.08% 206