HeadInvest LLC’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 Q4	–	Sell	-3,749	Closed	-$330K	–	240
2024 Q3	$330K	Buy	+3,749	New	+$330K	0.06%	185
2023 Q4	–	Sell	-1,500	Closed	-$103K	–	459
2023 Q3	$103K	Buy	+1,500	New	+$103K	0.02%	279