Comprehensive Financial Planning’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	$91.3K	Buy	993 +2	+0.2%	+$184	0.07%	129
2025 Q1	$84.3K	Buy	991 +1	+0.1%	+$85	0.08%	112
2024 Q4	$87.5K	Buy	+990	New	+$87.5K	0.07%	130