North Point Portfolio Managers’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 Q1	–	Sell	-3,254	Closed	-$288K	–	76
2024 Q4	$288K	Buy	3,254 +42	+1%	+$3.71K	0.05%	57
2024 Q3	$283K	Buy	+3,212	New	+$283K	0.05%	73