Marshall Investment 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	–	Sell	-458	Closed	-$39K	–	122
2025 Q1	$39K	Buy	458 +4	+0.9%	+$340	0.02%	115
2024 Q4	$40.1K	Buy	+454	New	+$40.1K	0.02%	109