Eagle Ridge Investment 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
2022 Q2	–	Sell	-5,609	Closed	-$438K	–	157
2022 Q1	$438K	Hold	5,609	–	–	0.05%	112
2021 Q4	$466K	Buy	5,609 +1,650	+42%	+$137K	0.05%	113
2021 Q3	$310K	Buy	+3,959	New	+$310K	0.03%	119