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

Goldstein Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$886K	Hold	9,112	–	–	0.1%	72
2025 Q4	$877K	Sell	9,112 -406	-4%	-$39K	0.1%	74
2025 Q3	$919K	Sell	9,518 -2,993	-24%	-$284K	0.11%	71
2025 Q2	$1.15M	Hold	12,511	–	–	0.15%	56
2025 Q1	$1.06M	Hold	12,511	–	–	0.16%	53
2024 Q4	$1.11M	Sell	12,511 -285	-2%	-$25.9K	0.16%	49
2024 Q3	$1.13M	Buy	12,796 +403	+3%	+$34K	0.17%	47
2024 Q2	$1M	Hold	12,393	–	–	0.17%	49
2024 Q1	$1.04M	Hold	12,393	–	–	0.18%	46
2023 Q4	$963K	Buy	12,393 +6,817	+122%	+$484K	0.16%	73
2023 Q3	$386K	Buy	5,576 +2,000	+56%	+$146K	0.08%	88
2023 Q2	$261K	Buy	+3,576	New	+$249K	0.05%	114

Other funds holding IWR

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return