Allen Mooney & Barnes Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$582K	Hold	6,333	–	–	0.1%	94
2025 Q1	$539K	Buy	6,333 +335	+6%	+$28.5K	0.09%	96
2024 Q4	$530K	Hold	5,998	–	–	0.09%	97
2024 Q3	$529K	Sell	5,998 -1,052	-15%	-$92.7K	0.09%	96
2024 Q2	$572K	Buy	+7,050	New	+$572K	0.1%	94