GC Wealth Management RIA’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	-3,600	Closed	-$303K	–	275
2024 Q1	$303K	Hold	3,600	–	–	0.06%	222
2023 Q4	$280K	Buy	+3,600	New	+$280K	0.13%	166