DWAM

Duncan Williams Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$385K	Sell	4,182 -5	-0.1%	-$460	0.12%	102
2025 Q1	$356K	Sell	4,187 -4	-0.1%	-$340	0.13%	101
2024 Q4	$370K	Sell	4,191 -25	-0.6%	-$2.21K	0.15%	102
2024 Q3	$372K	Buy	+4,216	New	+$372K	0.2%	85