CFS 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
2025 Q2	$255K	Sell	2,769 -238	-8%	-$21.9K	0.02%	291
2025 Q1	$256K	Buy	+3,007	New	+$256K	0.02%	278
2021 Q3	–	Sell	-6,123	Closed	-$485K	–	206
2021 Q2	$485K	Buy	+6,123	New	+$485K	0.44%	17