RFG - Bristol Wealth Advisors’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	$332K	Sell	3,609 -108	-3%	-$9.93K	0.1%	135
2025 Q1	$316K	Sell	3,717 -59	-2%	-$5.02K	0.11%	135
2024 Q4	$334K	Buy	+3,776	New	+$334K	0.11%	116