Marion 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	$201K	Buy	+2,188	New	+$201K	0.05%	131
2024 Q2	–	Sell	-2,750	Closed	-$231K	–	121
2024 Q1	$231K	Hold	2,750	–	–	0.07%	116
2023 Q4	$214K	Buy	+2,750	New	+$214K	0.07%	115