Icon Wealth Advisors’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	–	Sell	-5,322	Closed	-$453K	–	528
2025 Q1	$453K	Buy	+5,322	New	+$453K	0.04%	227
2022 Q4	–	Sell	-2,633	Closed	-$164K	–	376
2022 Q3	$164K	Buy	+2,633	New	+$164K	0.02%	321