Waypoint Wealth Partners’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
2023 Q4	–	Sell	-3,033	Closed	-$210K	–	81
2023 Q3	$210K	Hold	3,033	–	–	0.07%	71
2023 Q2	$222K	Buy	+3,033	New	+$222K	0.08%	62