Howe & Rusling’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
2025 Q3	–	Sell	-38	Closed	-$3.5K	–	476
2025 Q2	$3.5K	Buy	+38	New	+$3.28K	﹤0.01%	444
2025 Q1	–	Sell	-22	Closed	-$1.95K	–	450
2024 Q4	$1.95K	Buy	+22	New	+$2K	﹤0.01%	399
2024 Q2	–	Sell	-257	Closed	-$21.6K	–	379
2024 Q1	$21.6K	Hold	257	–	–	﹤0.01%	313
2023 Q4	$20K	Sell	257 -362	-58%	-$25.7K	﹤0.01%	302
2023 Q3	$42.9K	Sell	619 -878	-59%	-$64.1K	0.01%	260
2023 Q2	$109K	Hold	1,497	–	–	0.01%	241
2023 Q1	$105K	Buy	+1,497	New	+$106K	0.01%	225
2014 Q3	–	Sell	-120	Closed	-$5K	–	908
2014 Q2	$5K	Buy	+120	New	+$4.68K	﹤0.01%	612
2014 Q1	–	Sell	-108	Closed	-$4K	–	885
2013 Q4	$4K	Hold	108	–	–	﹤0.01%	633
2013 Q3	$4K	Sell	108 -108	-50%	-$3.69K	﹤0.01%	728
2013 Q2	$7K	Buy	+216	New	+$7K	﹤0.01%	662