TritonPoint 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	$314K	Buy	3,410 +2	+0.1%	+$184	0.03%	279
2025 Q1	$290K	Buy	3,408 +2	+0.1%	+$170	0.03%	282
2024 Q4	$301K	Buy	3,406 +366	+12%	+$32.4K	0.03%	272
2024 Q3	$268K	Sell	3,040 -70	-2%	-$6.16K	0.02%	286
2024 Q2	$252K	Buy	+3,110	New	+$252K	0.02%	274