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CVFG LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CVFG LLC’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$577K Buy
6,279
+215
+4% +$19.8K 0.46% 48
2025
Q1 		$516K Buy
6,064
+220
+4% +$18.7K 0.47% 48
2024
Q4 		$517K Buy
+5,844
New +$517K 0.47% 50