GM Advisory Group’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
$1.33M Buy
14,428
+422
+3% +$38.8K 0.07% 124
2025
Q1
$1.19M Buy
14,006
+304
+2% +$25.9K 0.06% 116
2024
Q4
$1.21M Buy
13,702
+584
+4% +$51.6K 0.07% 108
2024
Q3
$1.16M Buy
13,118
+2,418
+23% +$213K 0.07% 107
2024
Q2
$868K Buy
+10,700
New +$868K 0.06% 122