CFS Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Buy
2025
Q2
$255K Sell
2025
Q1
$256K Buy
2021
Q3
Sell
2021
Q2
$485K Buy