First Heartland Consultants’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 Q2	$218K	Buy	+1,978	New	+$208K	0.01%	556
2024 Q3	–	Sell	-2,626	Closed	-$213	–	472
2024 Q2	$213	Sell	2,626 -103	-4%	-$8.38K	0.01%	410
2024 Q1	$229K	Buy	+2,729	New	+$216K	0.02%	382
2022 Q1	–	Sell	-4,629	Closed	-$384	–	382
2021 Q4	$384	Sell	4,629 -107	-2%	-$8.78K	0.01%	238
2021 Q3	$370K	Buy	4,736 +260	+6%	+$20.8K	0.06%	245
2021 Q2	$355K	Buy	4,476 +1,452	+48%	+$113K	0.05%	260
2021 Q1	$224K	Buy	+3,024	New	+$219K	0.04%	349
2016 Q2	–	Sell	-13,208	Closed	-$538K	–	306
2016 Q1	$538K	Sell	13,208 -23,640	-64%	-$899K	0.2%	131
2015 Q4	$1.48M	Buy	36,848 +520	+1%	+$21.2K	0.56%	41
2015 Q3	$1.41M	Hold	36,328	–	–	0.59%	38
2015 Q2	$1.55K	Sell	36,328 -160	-0.4%	-$6.96K	0.42%	43
2015 Q1	$1.58M	Buy	36,488 +2,464	+7%	+$105K	0.6%	39
2014 Q4	$1.42M	Buy	34,024 +1,812	+6%	+$73.6K	0.59%	44
2014 Q3	$1.27M	Buy	32,212 +1,152	+4%	+$46.4K	0.56%	51
2014 Q2	$1.26M	Buy	31,060 +1,804	+6%	+$70.3K	0.57%	51
2014 Q1	$1.13M	Buy	+29,256	New	+$1.11M	0.56%	50
2013 Q4	–	Sell	-21,296	Closed	-$749K	–	225
2013 Q3	$749K	Buy	21,296 +7,176	+51%	+$245K	0.45%	64
2013 Q2	$459K	Buy	+14,120	New	+$458K	0.27%	108

Other funds holding IWR