Mitchell McLeod Pugh & Williams’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	$362K	Hold	3,722	–	–	0.05%	225
2025 Q4	$379K	Hold	3,722	–	–	0.05%	225
2025 Q3	$360K	Hold	3,722	–	–	0.06%	214
2025 Q2	$342K	Hold	3,722	–	–	0.06%	213
2025 Q1	$317K	Hold	3,722	–	–	0.07%	213
2024 Q4	$329K	Hold	3,722	–	–	0.07%	206
2024 Q3	$328K	Sell	3,722 -358	-9%	-$30.2K	0.07%	210
2024 Q2	$331K	Hold	4,080	–	–	0.08%	204
2024 Q1	$343K	Sell	4,080 -18	-0.4%	-$1.43K	0.08%	199
2023 Q4	$319K	Hold	4,098	–	–	0.08%	198
2023 Q3	$284K	Sell	4,098 -612	-13%	-$44.6K	0.08%	199
2023 Q2	$344K	Hold	4,710	–	–	0.1%	187
2023 Q1	$329K	Sell	4,710 -1,330	-22%	-$93.9K	0.1%	192
2022 Q4	$407K	Buy	6,040 +513	+9%	+$34.6K	0.14%	164
2022 Q3	$344K	Buy	+5,527	New	+$380K	0.13%	165