Institutional & Family Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$20.8K	Hold	256	–	–	﹤0.01%	333
2024 Q1	$21.5K	Hold	256	–	–	﹤0.01%	318
2023 Q4	$19.9K	Hold	256	–	–	﹤0.01%	316
2023 Q3	$17.7K	Hold	256	–	–	﹤0.01%	317
2023 Q2	$18.7K	Hold	256	–	–	﹤0.01%	317
2023 Q1	$17.9K	Hold	256	–	–	﹤0.01%	323
2022 Q4	$17.3K	Hold	256	–	–	﹤0.01%	323
2022 Q3	$16K	Hold	256	–	–	﹤0.01%	335
2022 Q2	$17K	Hold	256	–	–	﹤0.01%	332
2022 Q1	$20K	Hold	256	–	–	﹤0.01%	351
2021 Q4	$21K	Hold	256	–	–	﹤0.01%	361
2021 Q3	$20K	Hold	256	–	–	﹤0.01%	450
2021 Q2	$20K	Hold	256	–	–	﹤0.01%	479
2021 Q1	$19K	Sell	256 -602	-70%	-$44.7K	﹤0.01%	489
2020 Q4	$59K	Hold	858	–	–	0.01%	302
2020 Q3	$49K	Hold	858	–	–	0.01%	286
2020 Q2	$46K	Buy	858 +602	+235%	+$32.3K	0.01%	313
2020 Q1	$11K	Hold	256	–	–	﹤0.01%	439
2019 Q4	$15K	Hold	256	–	–	﹤0.01%	450
2019 Q3	$14K	Hold	256	–	–	﹤0.01%	434
2019 Q2	$14K	Hold	256	–	–	﹤0.01%	457
2019 Q1	$14K	Hold	256	–	–	﹤0.01%	457
2018 Q4	$12K	Hold	256	–	–	﹤0.01%	441
2018 Q3	$14K	Hold	256	–	–	﹤0.01%	479
2018 Q2	$14K	Hold	256	–	–	﹤0.01%	476
2018 Q1	$13K	Buy	+256	New	+$13K	﹤0.01%	461