Courage Miller Partners’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	$229K	Hold	2,354	–	–	0.06%	90
2025 Q4	$227K	Hold	2,354	–	–	0.07%	83
2025 Q3	$227K	Hold	2,354	–	–	0.07%	81
2025 Q2	$216K	Hold	2,354	–	–	0.07%	83
2025 Q1	$200K	Hold	2,354	–	–	0.07%	82
2024 Q4	$208K	Hold	2,354	–	–	0.07%	80
2024 Q3	$207K	Buy	+2,354	New	+$198K	0.07%	80
2022 Q3	–	Sell	-3,174	Closed	-$205K	–	68
2022 Q2	$205K	Hold	3,174	–	–	0.1%	68
2022 Q1	$248K	Hold	3,174	–	–	0.1%	67
2021 Q4	$263K	Hold	3,174	–	–	0.1%	71
2021 Q3	$248K	Hold	3,174	–	–	0.1%	75
2021 Q2	$252K	Hold	3,174	–	–	0.1%	73
2021 Q1	$235K	Buy	3,174 +103	+3%	+$7.45K	0.1%	75
2020 Q4	$211K	Buy	+3,071	New	+$196K	0.1%	76