Capital Group Private Client Services’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	$6.54M	Sell	67,261 -188	-0.3%	-$18.8K	0.11%	90
2025 Q4	$6.49M	Buy	67,449 +915	+1%	+$88K	0.1%	108
2025 Q3	$6.42M	Buy	66,534 +1,421	+2%	+$135K	0.11%	112
2025 Q2	$5.99M	Sell	65,113 -224	-0.3%	-$19.4K	0.05%	165
2025 Q1	$5.56M	Buy	65,337 +7,275	+13%	+$649K	0.05%	163
2024 Q4	$5.13M	Sell	58,062 -131	-0.2%	-$11.9K	0.05%	173
2024 Q3	$5.13M	Sell	58,193 -60	-0.1%	-$5.05K	0.05%	173
2024 Q2	$4.72M	Sell	58,253 -118	-0.2%	-$9.6K	0.05%	170
2024 Q1	$4.91M	Sell	58,371 -340	-0.6%	-$26.9K	0.05%	166
2023 Q4	$4.56M	Buy	58,711 +1,064	+2%	+$75.6K	0.05%	162
2023 Q3	$3.99M	Buy	57,647 +972	+2%	+$70.9K	0.05%	155
2023 Q2	$4.14M	Buy	56,675 +32,894	+138%	+$2.29M	0.05%	151
2023 Q1	$1.66M	Buy	23,781 +4,521	+23%	+$319K	0.02%	181
2022 Q4	$1.3M	Buy	19,260 +126	+0.7%	+$8.5K	0.02%	184
2022 Q3	$1.19M	Buy	19,134 +6,038	+46%	+$415K	0.02%	188
2022 Q2	$847K	Buy	+13,096	New	+$932K	0.01%	195