Sather Financial Group’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
2024 Q2	–	Sell	-2,598	Closed	-$218K	–	91
2024 Q1	$218K	Sell	2,598 -644	-20%	-$54.2K	0.02%	89
2023 Q4	$252K	Sell	3,242 -1,621	-33%	-$126K	0.02%	82
2023 Q3	$337K	Buy	+4,863	New	+$337K	0.03%	67