Waterloo Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Waterloo Capital’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$296K	Sell
2025 Q1	$8.2M	Buy
2024 Q4	$8.23M	Buy
2024 Q3	$6.52M	Sell
2024 Q2	$6.33M	Sell
2024 Q1	$7.3M	Buy
2023 Q4	$3.84M	Buy