King Wealth Management Group’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	$439K	Hold	4,520	–	–	0.05%	112
2025 Q4	$435K	Hold	4,520	–	–	0.05%	110
2025 Q3	$436K	Hold	4,520	–	–	0.05%	107
2025 Q2	$416K	Hold	4,520	–	–	0.06%	108
2025 Q1	$385K	Hold	4,520	–	–	0.06%	109
2024 Q4	$400K	Hold	4,520	–	–	0.06%	103
2024 Q3	$398K	Hold	4,520	–	–	0.06%	102
2024 Q2	$366K	Hold	4,520	–	–	0.06%	104
2024 Q1	$380K	Buy	4,520 +1,635	+57%	+$130K	0.07%	94
2023 Q4	$224K	Buy	+2,885	New	+$205K	0.04%	128
2023 Q3	–	Sell	-2,885	Closed	-$211K	–	148
2023 Q2	$211K	Hold	2,885	–	–	0.04%	136
2023 Q1	$202K	Buy	+2,885	New	+$204K	0.04%	137
2022 Q2	–	Sell	-2,885	Closed	-$225K	–	171
2022 Q1	$225K	Hold	2,885	–	–	0.04%	159
2021 Q4	$239K	Buy	+2,885	New	+$237K	0.04%	153