Narus Financial Partners’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	$2.97M	Buy	30,580 +1,571	+5%	+$157K	0.78%	17
2025 Q4	$2.79M	Sell	29,009 -209	-0.7%	-$20.1K	0.77%	17
2025 Q3	$2.82M	Buy	29,218 +2,331	+9%	+$221K	0.77%	19
2025 Q2	$2.47M	Sell	26,887 -4,815	-15%	-$416K	0.77%	23
2025 Q1	$2.7M	Buy	31,702 +6,221	+24%	+$555K	0.92%	19
2024 Q4	$2.25M	Buy	25,481 +18,543	+267%	+$1.68M	0.76%	28
2024 Q3	$612K	Buy	6,938 +192	+3%	+$16.2K	0.22%	66
2024 Q2	$547K	Buy	6,746 +864	+15%	+$70.3K	0.22%	70
2024 Q1	$495K	Buy	5,882 +176	+3%	+$13.9K	0.21%	76
2023 Q4	$444K	Buy	5,706 +947	+20%	+$67.3K	0.21%	73
2023 Q3	$330K	Buy	4,759 +637	+15%	+$46.5K	0.17%	83
2023 Q2	$301K	Buy	+4,122	New	+$287K	0.16%	88