Castleview 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
2024 Q3	–	Sell	-32	Closed	-$2.6K	–	731
2024 Q2	$2.6K	Buy	32 +1	+3%	+$81	﹤0.01%	710
2024 Q1	$2.64K	Hold	31	–	–	﹤0.01%	716
2023 Q4	$2.44K	Buy	+31	New	+$2.44K	﹤0.01%	689