Crewe Advisors’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	$345K	Hold	3,549	–	–	0.03%	161
2025 Q4	$342K	Hold	3,549	–	–	0.03%	157
2025 Q3	$343K	Hold	3,549	–	–	0.03%	154
2025 Q2	$326K	Buy	3,549 +285	+9%	+$24.6K	0.05%	113
2025 Q1	$278K	Buy	3,264 +104	+3%	+$9.28K	0.04%	117
2024 Q4	$279K	Hold	3,160	–	–	0.04%	119
2024 Q3	$279K	Buy	+3,160	New	+$266K	0.03%	122
2023 Q2	–	Sell	-123	Closed	-$8.6K	–	952
2023 Q1	$8.6K	Buy	123 +105	+583%	+$7.41K	﹤0.01%	577
2022 Q4	$1.21K	Hold	18	–	–	﹤0.01%	900
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1158
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1077
2022 Q1	$1K	Buy	+18	New	+$1.39K	﹤0.01%	460
2019 Q3	–	Sell	-3,976	Closed	-$222K	–	269
2019 Q2	$222K	Hold	3,976	–	–	0.07%	81
2019 Q1	$215K	Hold	3,976	–	–	0.07%	57
2018 Q4	$185K	Hold	3,976	–	–	0.06%	59
2018 Q3	$219K	Hold	3,976	–	–	0.19%	52
2018 Q2	$211K	Hold	3,976	–	–	0.2%	51
2018 Q1	$205K	Hold	3,976	–	–	0.2%	49
2017 Q4	$207K	Buy	+3,976	New	+$202K	0.2%	50