APW

Acima Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$313K	Hold	3,404	–	–	0.11%	100
2025 Q1	$290K	Hold	3,404	–	–	0.1%	102
2024 Q4	$301K	Hold	3,404	–	–	0.1%	106
2024 Q3	$300K	Hold	3,404	–	–	0.1%	106
2024 Q2	$276K	Hold	3,404	–	–	0.1%	103
2024 Q1	$286K	Hold	3,404	–	–	0.11%	107
2023 Q4	$265K	Hold	3,404	–	–	0.1%	111
2023 Q3	$236K	Hold	3,404	–	–	0.1%	119
2023 Q2	$249K	Sell	3,404 -840	-20%	-$61.3K	0.12%	117
2023 Q1	$297K	Hold	4,244	–	–	0.15%	104
2022 Q4	$286K	Hold	4,244	–	–	0.15%	103
2022 Q3	$264K	Hold	4,244	–	–	0.14%	103
2022 Q2	$274K	Hold	4,244	–	–	0.14%	105
2022 Q1	$331K	Hold	4,244	–	–	0.15%	105
2021 Q4	$352K	Hold	4,244	–	–	0.15%	102
2021 Q3	$332K	Hold	4,244	–	–	0.15%	97
2021 Q2	$336K	Hold	4,244	–	–	0.15%	98
2021 Q1	$314K	Hold	4,244	–	–	0.15%	100
2020 Q4	$291K	Hold	4,244	–	–	0.15%	102
2020 Q3	$244K	Hold	4,244	–	–	0.15%	100
2020 Q2	$227K	Hold	4,244	–	–	0.15%	111
2020 Q1	$183K	Hold	4,244	–	–	0.14%	116
2019 Q4	$253K	Hold	4,244	–	–	0.17%	124
2019 Q3	$237K	Hold	4,244	–	–	0.18%	116
2019 Q2	$237K	Hold	4,244	–	–	0.19%	111
2019 Q1	$229K	Sell	4,244 -1,000	-19%	-$54K	0.2%	110
2018 Q4	$244K	Buy	+5,244	New	+$244K	0.24%	96