Sagespring Wealth Partners’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	$1.73M	Buy	18,779 +3,676	+24%	+$338K	0.04%	190
2025 Q1	$1.28M	Buy	15,103 +2,403	+19%	+$204K	0.03%	206
2024 Q4	$1.12M	Buy	+12,700	New	+$1.12M	0.03%	200