Consolidated Portfolio Review Corp’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	$1.16M	Hold	12,663	–	–	0.16%	144
2025 Q1	$1.08M	Buy	12,663 +10,189	+412%	+$867K	0.17%	135
2024 Q4	$219K	Buy	+2,474	New	+$219K	0.03%	344
2024 Q1	–	Sell	-2,715	Closed	-$211K	–	302
2023 Q4	$211K	Buy	+2,715	New	+$211K	0.05%	276