Burns Matteson Capital 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	–	Sell	-12,337	Closed	-$1.05M	–	202
2025 Q1	$1.05M	Buy	+12,337	New	+$1.05M	0.56%	36
2024 Q1	–	Sell	-14,463	Closed	-$1.12M	–	164
2023 Q4	$1.12M	Buy	+14,463	New	+$1.12M	0.79%	23