Holistic Financial Partners’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	$433K	Hold	4,712	–	–	0.19%	59
2025 Q1	$401K	Hold	4,712	–	–	0.19%	64
2024 Q4	$417K	Buy	4,712 +112	+2%	+$9.9K	0.21%	62
2024 Q3	$405K	Hold	4,600	–	–	0.2%	62
2024 Q2	$373K	Hold	4,600	–	–	0.19%	66
2024 Q1	$387K	Hold	4,600	–	–	0.2%	67
2023 Q4	$358K	Hold	4,600	–	–	0.22%	65
2023 Q3	$319K	Hold	4,600	–	–	0.21%	65
2023 Q2	$336K	Hold	4,600	–	–	0.23%	59
2023 Q1	$322K	Hold	4,600	–	–	0.25%	66
2022 Q4	$310K	Hold	4,600	–	–	0.28%	62
2022 Q3	$286K	Hold	4,600	–	–	0.28%	60
2022 Q2	$297K	Hold	4,600	–	–	0.28%	59
2022 Q1	$359K	Hold	4,600	–	–	0.23%	58
2021 Q4	$382K	Hold	4,600	–	–	0.22%	65
2021 Q3	$360K	Hold	4,600	–	–	0.22%	64
2021 Q2	$365K	Hold	4,600	–	–	0.22%	66
2021 Q1	$340K	Hold	4,600	–	–	0.22%	65
2020 Q4	$315K	Hold	4,600	–	–	0.22%	67
2020 Q3	$264K	Hold	4,600	–	–	0.21%	63
2020 Q2	$247K	Buy	+4,600	New	+$247K	0.21%	64
2020 Q1	–	Sell	-4,600	Closed	-$274K	–	102
2019 Q4	$274K	Hold	4,600	–	–	0.16%	79
2019 Q3	$257K	Buy	+4,600	New	+$257K	0.23%	61
2019 Q2	–	Sell	-4,600	Closed	-$248K	–	95
2019 Q1	$248K	Hold	4,600	–	–	0.1%	97
2018 Q4	$214K	Hold	4,600	–	–	0.22%	58
2018 Q3	$254K	Buy	+4,600	New	+$254K	0.24%	57
2018 Q2	–	Sell	-4,600	Closed	-$237K	–	205
2018 Q1	$237K	Hold	4,600	–	–	0.2%	55
2017 Q4	$239K	Buy	+4,600	New	+$239K	0.2%	63