Broadview Financial 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	$430K	Sell	4,672 -45	-1%	-$4.14K	0.29%	35
2025 Q1	$401K	Sell	4,717 -36	-0.8%	-$3.06K	0.3%	34
2024 Q4	$420K	Sell	4,753 -62	-1%	-$5.48K	0.3%	35
2024 Q3	$424K	Sell	4,815 -30	-0.6%	-$2.64K	0.29%	35
2024 Q2	$393K	Buy	4,845 +13	+0.3%	+$1.05K	0.29%	35
2024 Q1	$406K	Sell	4,832 -62	-1%	-$5.21K	0.3%	35
2023 Q4	$380K	Sell	4,894 -354	-7%	-$27.5K	0.29%	35
2023 Q3	$363K	Sell	5,248 -50	-0.9%	-$3.46K	0.34%	32
2023 Q2	$387K	Sell	5,298 -2,636	-33%	-$193K	0.33%	34
2023 Q1	$555K	Buy	7,934 +29	+0.4%	+$2.03K	0.48%	30
2022 Q4	$533K	Buy	7,905 +57	+0.7%	+$3.84K	0.48%	33
2022 Q3	$488K	Buy	7,848 +21	+0.3%	+$1.31K	0.49%	31
2022 Q2	$506K	Buy	7,827 +25	+0.3%	+$1.62K	0.47%	32
2022 Q1	$609K	Buy	7,802 +22	+0.3%	+$1.72K	0.45%	36
2021 Q4	$646K	Buy	7,780 +37	+0.5%	+$3.07K	0.46%	35
2021 Q3	$606K	Sell	7,743 -112	-1%	-$8.77K	0.47%	32
2021 Q2	$622K	Buy	7,855 +24	+0.3%	+$1.9K	0.47%	34
2021 Q1	$579K	Sell	7,831 -721	-8%	-$53.3K	0.45%	34
2020 Q4	$586K	Buy	8,552 +4	+0%	+$274	0.45%	35
2020 Q3	$490K	Sell	8,548 -4,411	-34%	-$253K	0.41%	34
2020 Q2	$695K	Buy	12,959 +432	+3%	+$23.2K	0.56%	32
2020 Q1	$541K	Buy	12,527 +60	+0.5%	+$2.59K	0.48%	32
2019 Q4	$743K	Buy	12,467 +66	+0.5%	+$3.93K	0.52%	32
2019 Q3	$694K	Buy	12,401 +36	+0.3%	+$2.02K	0.52%	32
2019 Q2	$691K	Buy	12,365 +43	+0.3%	+$2.4K	0.52%	32
2019 Q1	$665K	Buy	12,322 +808	+7%	+$43.6K	0.52%	32
2018 Q4	$535K	Buy	+11,514	New	+$535K	0.48%	34