Focus Partners Advisor Solutions’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	$1.23M	Sell	12,701 -423	-3%	-$42.3K	0.01%	496
2025 Q4	$1.26M	Sell	13,124 -589	-4%	-$56.6K	0.02%	430
2025 Q3	$1.32M	Buy	13,713 +3,015	+28%	+$286K	0.02%	435
2025 Q2	$984K	Sell	10,698 -870	-8%	-$75.2K	0.01%	448
2025 Q1	$984K	Buy	11,568 +3,385	+41%	+$302K	0.02%	389
2024 Q4	$723K	Buy	8,183 +2,064	+34%	+$187K	0.01%	396
2024 Q3	$539K	Buy	6,119 +100	+2%	+$8.43K	0.01%	434
2024 Q2	$488K	Sell	6,019 -579	-9%	-$47.1K	0.01%	379
2024 Q1	$555K	Buy	6,598 +2,476	+60%	+$196K	0.02%	337
2023 Q4	$320K	Sell	4,122 -598	-13%	-$42.5K	0.02%	322
2023 Q3	$327K	Sell	4,720 -6	-0.1%	-$438	0.02%	336
2023 Q2	$345K	Buy	4,726 +78	+2%	+$5.43K	0.02%	276
2023 Q1	$325K	Sell	4,648 -27	-0.6%	-$1.91K	0.02%	264
2022 Q4	$315K	Buy	4,675 +83	+2%	+$5.6K	0.02%	253
2022 Q3	$285K	Buy	4,592 +1,454	+46%	+$100K	0.02%	316
2022 Q2	$203K	Sell	3,138 -4,279	-58%	-$305K	0.02%	338
2022 Q1	$579K	Buy	+7,417	New	+$571K	0.06%	156