Marshall & Sterling Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Hold
2025 Q1	$259K	Buy
2024 Q4	$268K	Buy