GeoWealth 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 Q2	$922K	Buy	10,024 +740	+8%	+$68.1K	0.04%	273
2025 Q1	$790K	Sell	9,284 -34	-0.4%	-$2.89K	0.03%	322
2024 Q4	$824K	Buy	9,318 +9,315	+310,500%	+$823K	0.03%	343
2024 Q3	$264	Buy	+3	New	+$264	﹤0.01%	1655