UF
IWR icon

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

Univest Financial’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 		$875K Sell
9,510
-804
-8% -$73.9K 0.05% 155
2025
Q1 		$877K Sell
10,314
-5,232
-34% -$445K 0.06% 163
2024
Q4 		$1.37M Sell
15,546
-3,330
-18% -$294K 0.09% 137
2024
Q3 		$1.66M Buy
+18,876
New +$1.66M 0.11% 122