PKS Advisory Services’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
$510K Sell
5,549
-112
-2% -$10.3K 0.13% 153
2025
Q1
$482K Sell
5,661
-94
-2% -$8K 0.13% 137
2024
Q4
$509K Buy
+5,755
New +$509K 0.13% 140