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OFC Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

OFC Financial Planning’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.08M Hold
11,691
– – 1.14% 23
2025
Q1 		$995K Sell
11,691
-65
-0.6% -$5.53K 1.13% 22
2024
Q4 		$1.04M Buy
+11,756
New +$1.04M 1.1% 20