HUB Investment 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	$2.71M	Sell	29,501 -307	-1%	-$28.2K	0.09%	155
2025 Q1	$2.54M	Buy	29,808 +627	+2%	+$53.3K	0.1%	144
2024 Q4	$2.58M	Hold	29,181	–	–	0.11%	136
2024 Q3	$2.57M	Hold	29,181	–	–	0.11%	140
2024 Q2	$2.37M	Buy	+29,181	New	+$2.37M	0.09%	137