Csenge Advisory Group’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	$1.86M	Buy	19,088 +243	+1%	+$24.3K	0.09%	191
2025 Q4	$1.81M	Buy	18,845 +4	+0%	+$385	0.08%	194
2025 Q3	$1.82M	Buy	18,841 +1,358	+8%	+$129K	0.09%	186
2025 Q2	$1.56M	Buy	17,483 +9,281	+113%	+$802K	0.08%	197
2025 Q1	$660K	Buy	+8,202	New	+$732K	0.04%	331
2024 Q3	–	Sell	-13,376	Closed	-$1.08M	–	734
2024 Q2	$1.08M	Buy	+13,376	New	+$1.09M	0.06%	232
2022 Q1	–	Sell	-2,817	Closed	-$225K	–	662
2021 Q4	$225K	Buy	+2,817	New	+$231K	0.02%	502
2021 Q3	–	Sell	-2,817	Closed	-$225K	–	589
2021 Q2	$225K	Buy	+2,817	New	+$219K	0.02%	505
2018 Q4	–	Sell	-304	Closed	-$3K	–	821
2018 Q3	$3K	Buy	+304	New	+$16.7K	﹤0.01%	692