Plan Group Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Plan Group Financial’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.47M	Sell
2025 Q2	$9.92M	Sell
2025 Q1	$10.8M	Buy
2024 Q4	$8.18M	Sell
2024 Q3	$8.19M	Buy
2024 Q2	$7.08M	Buy
2024 Q1	$6.91M	Buy
2023 Q4	$5.51M	Buy
2023 Q3	$3.56M	Buy
2023 Q2	$1.98M	Buy