Essential Planning’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 Q1	–	Sell	-5,000	Closed	-$441K	–	195
2024 Q4	$441K	Buy	5,000 +2,500	+100%	+$221K	﹤0.01%	275
2024 Q3	$220K	Hold	2,500	–	–	0.09%	76
2024 Q2	$203K	Buy	+2,500	New	+$203K	0.09%	70