Burling Wealth 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	$435K	Sell	4,734 -225	-5%	-$20.7K	0.08%	131
2025 Q1	$422K	Buy	4,959 +1,379	+39%	+$117K	0.09%	127
2024 Q4	$316K	Buy	+3,580	New	+$316K	0.06%	140