Orgel 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	$1.45M	Sell	15,799 -295	-2%	-$27.1K	0.04%	44
2025 Q1	$1.37M	Buy	16,094 +7,673	+91%	+$653K	0.04%	40
2024 Q4	$744K	Buy	+8,421	New	+$744K	0.02%	53
2020 Q1	–	Sell	-4,927	Closed	-$294K	–	49
2019 Q4	$294K	Buy	+4,927	New	+$294K	0.08%	37