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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.2M Buy
2025
Q1
$13.7M Buy
2024
Q4
$10.8M Buy
2024
Q3
$9.39M Buy
2024
Q2
$6.61M Buy
2024
Q1
$6.06M Buy
2023
Q4
$5.09M Buy
2023
Q3
$2.01M Buy
2023
Q2
$1.36M Buy
2023
Q1
$1.23M Buy
2022
Q4
$1.06M Buy