Campion Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.38M	Sell	86,137 -417	-0.5%	-$41.7K	5.68%	5
2025 Q4	$8.33M	Sell	86,554 -16,039	-16%	-$1.54M	5.78%	6
2025 Q3	$9.91M	Sell	102,593 -2,767	-3%	-$262K	7.03%	4
2025 Q2	$9.69M	Sell	105,360 -888	-0.8%	-$76.7K	7.27%	4
2025 Q1	$9.04M	Sell	106,248 -188	-0.2%	-$16.8K	6.99%	4
2024 Q4	$9.41M	Sell	106,436 -1,220	-1%	-$111K	7.1%	3
2024 Q3	$9.49M	Sell	107,656 -2,309	-2%	-$195K	6.97%	3
2024 Q2	$8.92M	Sell	109,965 -2,929	-3%	-$238K	7.01%	2
2024 Q1	$9.49M	Sell	112,894 -1,408	-1%	-$112K	7.34%	2
2023 Q4	$8.88M	Buy	114,302 +108	+0.1%	+$7.67K	7.52%	2
2023 Q3	$7.91M	Sell	114,194 -385	-0.3%	-$28.1K	7.31%	2
2023 Q2	$8.37M	Buy	114,579 +410	+0.4%	+$28.5K	7.46%	2
2023 Q1	$7.98M	Sell	114,169 -490	-0.4%	-$34.6K	7.54%	2
2022 Q4	$7.73M	Sell	114,659 -6,749	-6%	-$455K	7.6%	2
2022 Q3	$7.55M	Sell	121,408 -170	-0.1%	-$11.7K	7.98%	2
2022 Q2	$7.86M	Sell	121,578 -9,309	-7%	-$663K	7.77%	2
2022 Q1	$10.2M	Sell	130,887 -953	-0.7%	-$73.4K	8.69%	2
2021 Q4	$10.9M	Buy	131,840 +3,040	+2%	+$250K	9.08%	2
2021 Q3	$10.1M	Sell	128,800 -12,125	-9%	-$971K	8.98%	2
2021 Q2	$11.2M	Sell	140,925 -27,945	-17%	-$2.17M	9.27%	2
2021 Q1	$12.5M	Buy	+168,870	New	+$12.2M	9.44%	2