Equita Financial Network’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 Q2	–	Sell	-2,975	Closed	-$250K	–	79
2024 Q1	$250K	Sell	2,975 -1,656	-36%	-$139K	0.11%	67
2023 Q4	$360K	Buy	4,631 +44	+1%	+$3.42K	0.19%	54
2023 Q3	$318K	Buy	+4,587	New	+$318K	0.2%	49