Colony Family Offices’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	$58.7K	Hold	638	–	–	0.02%	61
2025 Q1	$54.3K	Hold	638	–	–	0.02%	60
2024 Q4	$56.4K	Hold	638	–	–	0.02%	62
2024 Q3	$56.2K	Buy	+638	New	+$56.2K	0.02%	53