CCG Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CCG Wealth Management’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 Q2	$20.3M	Buy
2025 Q1	$17.7M	Buy
2024 Q4	$13.7M	Sell
2024 Q3	$13.9M	Buy
2024 Q2	$12M	Sell
2024 Q1	$12.8M	Buy
2023 Q4	$11M	Sell
2023 Q3	$10.7M	Buy