Strategic 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	$1.66M	Sell	18,004 -478	-3%	-$44K	0.33%	67
2025 Q1	$1.57M	Sell	18,482 -382	-2%	-$32.5K	0.3%	72
2024 Q4	$1.67M	Buy	18,864 +6,356	+51%	+$562K	0.3%	68
2024 Q3	$1.1M	Buy	12,508 +3,074	+33%	+$271K	0.21%	96
2024 Q2	$765K	Buy	+9,434	New	+$765K	0.15%	116