Vantage Financial Partners (Wisconsin)’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
2024 Q4	–	Sell	-2,437	Closed	-$215K	–	196
2024 Q3	$215K	Sell	2,437 -316	-11%	-$27.9K	0.05%	173
2024 Q2	$223K	Sell	2,753 -650	-19%	-$52.7K	0.06%	132
2024 Q1	$286K	Sell	3,403 -121	-3%	-$10.2K	0.08%	116
2023 Q4	$274K	Buy	+3,524	New	+$274K	0.08%	104