Emerald Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Hold	3,117	–	–	0.04%	88
2025 Q1	$265K	Hold	3,117	–	–	0.04%	86
2024 Q4	$276K	Hold	3,117	–	–	0.04%	82
2024 Q3	$281K	Hold	3,117	–	–	0.04%	80
2024 Q2	$253K	Hold	3,117	–	–	0.04%	79
2024 Q1	$262K	Hold	3,117	–	–	0.05%	84
2023 Q4	$242K	Hold	3,117	–	–	0.05%	83
2023 Q3	$216K	Hold	3,117	–	–	0.05%	77
2023 Q2	$228K	Hold	3,117	–	–	0.05%	78
2023 Q1	$218K	Hold	3,117	–	–	0.06%	75
2022 Q4	$210K	Buy	+3,117	New	+$210K	0.06%	74
2022 Q3	–	Sell	-3,117	Closed	-$202K	–	81
2022 Q2	$202K	Hold	3,117	–	–	0.06%	80
2022 Q1	$243K	Hold	3,117	–	–	0.06%	87
2021 Q4	$259K	Hold	3,117	–	–	0.06%	78
2021 Q3	$244K	Hold	3,117	–	–	0.07%	88
2021 Q2	$247K	Hold	3,117	–	–	0.08%	86
2021 Q1	$230K	Hold	3,117	–	–	0.08%	76
2020 Q4	$214K	Buy	+3,117	New	+$214K	0.07%	78
2020 Q2	–	Sell	-4,312	Closed	-$216K	–	76
2020 Q1	$216K	Sell	4,312 -15,464	-78%	-$775K	0.1%	66
2019 Q4	$1.18M	Buy	+19,776	New	+$1.18M	1.13%	8