Dynasty Wealth 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	-9,610	Closed	-$818K	–	237
2025 Q1	$818K	Sell	9,610 -11,559	-55%	-$983K	0.01%	164
2024 Q4	$1.87M	Buy	+21,169	New	+$1.87M	0.03%	100