HBC 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
2024 Q4	$465K	Hold	5,266	–	–	0.28%	21
2024 Q3	$467K	Hold	5,266	–	–	0.28%	21
2024 Q2	$443K	Hold	5,266	–	–	0.28%	19
2024 Q1	$418K	Hold	5,266	–	–	0.28%	19
2023 Q4	$409K	Hold	5,266	–	–	0.28%	20
2023 Q3	$364K	Hold	5,266	–	–	0.27%	19
2023 Q2	$397K	Hold	5,266	–	–	0.28%	19
2023 Q1	$368K	Hold	5,266	–	–	0.28%	20
2022 Q4	$359K	Hold	5,266	–	–	0.29%	17
2022 Q3	$327K	Hold	5,266	–	–	0.28%	19
2022 Q2	$350K	Hold	5,266	–	–	0.27%	20
2022 Q1	$384K	Hold	5,266	–	–	0.28%	19
2021 Q4	$437K	Hold	5,266	–	–	0.28%	20
2021 Q3	$421K	Hold	5,266	–	–	0.28%	20
2021 Q2	$402K	Hold	5,266	–	–	0.27%	21
2021 Q1	$407K	Buy	5,266 +3,300	+168%	+$239K	0.28%	19
2020 Q4	$139K	Hold	1,966	–	–	0.11%	29
2020 Q3	$124K	Hold	1,966	–	–	0.1%	28
2020 Q2	$109K	Sell	1,966 -1,200	-38%	-$60.1K	0.1%	29
2020 Q1	$129K	Hold	3,166	–	–	0.15%	23
2019 Q4	$189K	Buy	+3,166	New	+$182K	0.16%	26