Stokes Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stokes Family Office’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy
2023 Q4	–	Sell
2023 Q3	$249K	Buy
2023 Q2	–	Sell
2023 Q1	$270K	Buy
2022 Q4	–	Sell
2022 Q3	$239K	Buy