Chokshi & Queen Wealth Advisors’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	$2.76M	Sell	29,977 -466	-2%	-$42.9K	1.58%	13
2025 Q1	$2.59M	Sell	30,443 -1,860	-6%	-$158K	1.58%	12
2024 Q4	$2.86M	Buy	+32,303	New	+$2.86M	1.77%	12