Eight 31 Financial’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	-6,061	Closed	-$491K	–	74
2024 Q2	$491K	Sell	6,061 -199	-3%	-$16.1K	0.37%	41
2024 Q1	$526K	Sell	6,260 -172	-3%	-$14.5K	0.33%	61
2023 Q4	$500K	Buy	+6,432	New	+$500K	0.31%	62