Kelly Financial Services’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 Q3	–	Sell	-18	Closed	-$1.46K	–	435
2024 Q2	$1.46K	Buy	18 +3	+20%	+$243	﹤0.01%	621
2024 Q1	$1.26K	Buy	15 +2	+15%	+$168	﹤0.01%	645
2023 Q4	$1.01K	Hold	13	–	–	﹤0.01%	652
2023 Q3	$900	Buy	+13	New	+$900	﹤0.01%	634