Midland 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
$905K Buy
9,838
+1,119
+13% +$103K 0.05% 78
2025
Q1
$742K Sell
8,719
-6,743
-44% -$574K 0.04% 96
2024
Q4
$1.37M Buy
15,462
+1,189
+8% +$105K 0.08% 68
2024
Q3
$1.26M Buy
+14,273
New +$1.26M 0.07% 73