Hantz Financial Services’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	$27.7M	Buy	285,056 +19,382	+7%	+$1.94M	0.42%	38
2025 Q4	$25.6M	Buy	265,674 +168	+0.1%	+$16.2K	0.38%	45
2025 Q3	$25.6M	Sell	265,506 -2,409	-0.9%	-$228K	0.39%	42
2025 Q2	$24.6M	Sell	267,915 -3,505	-1%	-$303K	0.4%	49
2025 Q1	$23.1M	Buy	271,420 +8,204	+3%	+$732K	0.41%	51
2024 Q4	$23.3M	Buy	263,216 +7,579	+3%	+$688K	0.41%	52
2024 Q3	$22.5M	Sell	255,637 -14,378	-5%	-$1.21M	0.4%	54
2024 Q2	$21.9M	Sell	270,015 -24,872	-8%	-$2.02M	0.42%	54
2024 Q1	$24.8M	Buy	294,887 +32,075	+12%	+$2.54M	0.48%	47
2023 Q4	$20.4M	Sell	262,812 -12,931	-5%	-$919K	0.45%	53
2023 Q3	$19.1M	Buy	275,743 +12,806	+5%	+$934K	0.48%	52
2023 Q2	$19.2M	Sell	262,937 -5,247	-2%	-$365K	0.48%	48
2023 Q1	$18.8M	Buy	268,184 +1,140	+0.4%	+$80.5K	0.51%	46
2022 Q4	$18M	Buy	267,044 +10,602	+4%	+$715K	0.54%	45
2022 Q3	$15.9M	Buy	256,442 +6,139	+2%	+$422K	0.55%	39
2022 Q2	$16.2M	Buy	250,303 +6,818	+3%	+$485K	0.55%	39
2022 Q1	$19M	Sell	243,485 -3,374	-1%	-$260K	0.56%	35
2021 Q4	$20.5M	Buy	246,859 +1,036	+0.4%	+$85K	0.59%	37
2021 Q3	$19.2M	Sell	245,823 -7,419	-3%	-$594K	0.63%	35
2021 Q2	$20.1M	Buy	253,242 +436	+0.2%	+$33.8K	0.74%	30
2021 Q1	$18.7M	Sell	252,806 -6,832	-3%	-$494K	0.77%	30
2020 Q4	$17.8M	Buy	259,638 +92	+0%	+$5.86K	0.8%	27
2020 Q3	$14.9M	Sell	259,546 -7,871	-3%	-$448K	0.76%	30
2020 Q2	$14.3M	Buy	267,417 +3,235	+1%	+$162K	0.8%	27
2020 Q1	$11.4M	Buy	+264,182	New	+$14.5M	0.79%	27