Vestia Personal Wealth 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 Q1	–	Sell	-2,385	Closed	-$211K	–	97
2024 Q4	$211K	Hold	2,385	–	–	0.17%	85
2024 Q3	$210K	Buy	+2,385	New	+$210K	0.2%	78