CM 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
2023 Q3	–	Sell	-14,324	Closed	-$1.08M	–	124
2023 Q2	$1.08M	Buy	+14,324	New	+$1.08M	0.35%	26