Moulton 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	$1.28M	Buy	+13,617	New	+$1.28M	0.96%	26
2025 Q1	–	Sell	-15,663	Closed	-$1.38M	–	38
2024 Q4	$1.38M	Buy	+15,663	New	+$1.38M	1.06%	24
2021 Q2	–	Sell	-5,309	Closed	-$403K	–	38
2021 Q1	$403K	Buy	+5,309	New	+$403K	0.3%	35