Quantum Private Wealth’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	-4,291	Closed	-$379K	–	175
2024 Q4	$379K	Hold	4,291	–	–	0.12%	130
2024 Q3	$378K	Sell	4,291 -530	-11%	-$46.7K	0.13%	135
2024 Q2	$391K	Buy	+4,821	New	+$391K	0.14%	124