Comprehensive Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Comprehensive Financial Planning’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$96K	Buy
2025 Q2	$91.3K	Buy
2025 Q1	$84.3K	Buy
2024 Q4	$87.5K	Buy