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

Wise Wealth Partners’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 		$567K Buy
6,170
+2,686
+77% +$247K 0.95% 29
2025
Q1 		$296K Sell
3,484
-27
-0.8% -$2.3K 0.71% 37
2024
Q4 		$310K Buy
+3,511
New +$310K 0.77% 30