Morris Financial Concepts’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	$193K	Buy	1,989 +625	+46%	+$62.4K	0.07%	141
2025 Q4	$131K	Hold	1,364	–	–	0.05%	142
2025 Q3	$132K	Hold	1,364	–	–	0.05%	144
2025 Q2	$125K	Hold	1,364	–	–	0.05%	142
2025 Q1	$116K	Hold	1,364	–	–	0.05%	141
2024 Q4	$121K	Hold	1,364	–	–	0.05%	133
2024 Q3	$120K	Hold	1,364	–	–	0.05%	134
2024 Q2	$111K	Hold	1,364	–	–	0.05%	109
2024 Q1	$115K	Hold	1,364	–	–	0.06%	107
2023 Q4	$106K	Hold	1,364	–	–	0.06%	108
2023 Q3	$94.5K	Hold	1,364	–	–	0.06%	95
2023 Q2	$99.6K	Hold	1,364	–	–	0.06%	94
2023 Q1	$95.4K	Hold	1,364	–	–	0.07%	93
2022 Q4	$92K	Hold	1,364	–	–	0.07%	86
2022 Q3	$85K	Hold	1,364	–	–	0.09%	73
2022 Q2	$88K	Hold	1,364	–	–	0.08%	77
2022 Q1	$106K	Hold	1,364	–	–	0.09%	77
2021 Q4	$113K	Buy	+1,364	New	+$112K	0.09%	69