CWM
CCG Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
220,910
+12,932
| +6% | +$1.19M | 10.71% | 3 |
|
|
2025
Q1 | $17.7M | Buy |
207,978
+53,086
| +34% | +$4.52M | 10.58% | 2 |
|
|
2024
Q4 | $13.7M | Sell |
154,892
-2,346
| -1% | -$207K | 7.62% | 3 |
|
|
2024
Q3 | $13.9M | Buy |
157,238
+9,452
| +6% | +$833K | 7.76% | 3 |
|
|
2024
Q2 | $12M | Sell |
147,786
-4,279
| -3% | -$347K | 6.76% | 3 |
|
|
2024
Q1 | $12.8M | Buy |
152,065
+10,388
| +7% | +$874K | 7.7% | 3 |
|
|
2023
Q4 | $11M | Sell |
141,677
-13,139
| -8% | -$1.02M | 7.39% | 4 |
|
|
2023
Q3 | $10.7M | Buy |
+154,816
| New | +$10.7M | 7.02% | 4 |
|