Garde Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-516	Closed	-$47.5K	–	527
2025 Q2	$47.5K	Hold	516	–	–	﹤0.01%	357
2025 Q1	$43.9K	Buy	+516	New	+$46K	﹤0.01%	351
2024 Q2	–	Sell	-1,266	Closed	-$106K	–	277
2024 Q1	$106K	Buy	+1,266	New	+$100K	0.01%	276
2019 Q2	–	Sell	-9,964	Closed	-$538K	–	145
2019 Q1	$538K	Buy	9,964 +316	+3%	+$16.4K	0.09%	79
2018 Q4	$448K	Sell	9,648 -28,944	-75%	-$1.46M	0.08%	120
2018 Q3	$493K	Buy	38,592 +28,944	+300%	+$1.59M	0.08%	117
2018 Q2	$512K	Buy	9,648 +4,488	+87%	+$236K	0.09%	109
2018 Q1	$266K	Hold	5,160	–	–	0.05%	141
2017 Q4	$268K	Hold	5,160	–	–	0.05%	144
2017 Q3	$254K	Hold	5,160	–	–	0.05%	149
2017 Q2	$248K	Buy	+5,160	New	+$245K	0.06%	117