Fingerlakes Wealth Management’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	$201K	Buy	+2,189	New	+$201K	0.15%	88
2022 Q3	–	Sell	-3,345	Closed	-$216K	–	88
2022 Q2	$216K	Sell	3,345 -221	-6%	-$14.3K	0.3%	84
2022 Q1	$278K	Buy	3,566 +11	+0.3%	+$858	0.33%	80
2021 Q4	$295K	Buy	+3,555	New	+$295K	0.33%	80