Mason & Associates (Virginia)’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	$1.04M	Sell	11,336 -853	-7%	-$78.5K	0.26%	20
2025 Q1	$1.04M	Sell	12,189 -67	-0.5%	-$5.7K	0.3%	18
2024 Q4	$1.08M	Sell	12,256 -628	-5%	-$55.5K	0.32%	17
2024 Q3	$1.14M	Sell	12,884 -223	-2%	-$19.7K	0.35%	17
2024 Q2	$1.06M	Buy	+13,107	New	+$1.06M	0.35%	17