BankPlus Wealth Management’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	$1.87M	Sell	20,299 -66	-0.3%	-$6.07K	1.24%	13
2025 Q1	$1.73M	Sell	20,365 -2,632	-11%	-$224K	1.27%	12
2024 Q4	$2.03M	Buy	+22,997	New	+$2.03M	1.52%	15