Life Line Wealth 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	$2.94M	Sell	31,980 -4,545	-12%	-$418K	0.95%	9
2025 Q1	$3.11M	Sell	36,525 -358,955	-91%	-$30.5M	1.14%	11
2024 Q4	$35M	Buy	395,480 +2,115	+0.5%	+$187K	12.47%	6
2024 Q3	$34.7M	Buy	+393,365	New	+$34.7M	12.39%	5