CBIZ Investment Advisory Services’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
2024 Q1	–	Sell	-3,094	Closed	-$240K	–	358
2023 Q4	$240K	Hold	3,094	–	–	0.02%	42
2023 Q3	$215K	Hold	3,094	–	–	0.02%	30
2023 Q2	$226K	Hold	3,094	–	–	0.02%	28
2023 Q1	$216K	Buy	+3,094	New	+$216K	0.02%	31