Cary Street 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	$1.74M	Buy	18,870 +3,658	+24%	+$336K	0.05%	330
2025 Q1	$1.29M	Buy	15,212 +287	+2%	+$24.4K	0.04%	348
2024 Q4	$1.32M	Buy	+14,925	New	+$1.32M	0.04%	338