Towerpoint Wealth’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	$311K	Buy	+3,380	New	+$311K	0.14%	73
2022 Q4	–	Sell	-4,685	Closed	-$291K	–	89
2022 Q3	$291K	Sell	4,685 -915	-16%	-$56.8K	0.18%	65
2022 Q2	$362K	Sell	5,600 -5,835	-51%	-$377K	0.22%	64
2022 Q1	$892K	Buy	+11,435	New	+$892K	0.44%	40