Generation Capital Management’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	-16,374	Closed	-$1.45M	–	73
2024 Q4	$1.45M	Buy	+16,374	New	+$1.45M	1.24%	25