Sunbeam Capital Management’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	$1.18M	Buy	12,828 +37	+0.3%	+$3.4K	0.89%	26
2025 Q1	$1.09M	Buy	12,791 +39	+0.3%	+$3.32K	1.04%	23
2024 Q4	$1.13M	Buy	+12,752	New	+$1.13M	1.05%	24