Stonebridge 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
2025 Q2	–	Sell	-535	Closed	-$45.5K	–	573
2025 Q1	$45.5K	Buy	535 +1	+0.2%	+$85	﹤0.01%	397
2024 Q4	$47.2K	Buy	+534	New	+$47.2K	0.01%	387