Alpha Financial Partners’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	$524K	Sell	5,700 -168	-3%	-$15.5K	0.38%	41
2025 Q1	$499K	Sell	5,868 -27	-0.5%	-$2.3K	0.4%	37
2024 Q4	$521K	Buy	+5,895	New	+$521K	0.41%	35
2024 Q3	–	Sell	-5,931	Closed	-$481K	–	128
2024 Q2	$481K	Buy	+5,931	New	+$481K	0.42%	35