NewEdge Wealth’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	$8.69M	Buy	89,374 +6,153	+7%	+$615K	0.1%	141
2025 Q4	$8.01M	Sell	83,221 -4,159	-5%	-$400K	0.09%	158
2025 Q3	$8.32M	Buy	87,380 +2,554	+3%	+$242K	0.12%	143
2025 Q2	$7.9M	Buy	84,826 +3,421	+4%	+$296K	0.12%	144
2025 Q1	$6.93M	Buy	81,405 +5,224	+7%	+$466K	0.13%	137
2024 Q4	$6.73M	Sell	76,181 -1,128	-1%	-$102K	0.12%	150
2024 Q3	$6.81M	Sell	77,309 -28,616	-27%	-$2.41M	0.12%	148
2024 Q2	$8.59M	Sell	105,925 -1,063	-1%	-$86.5K	0.19%	113
2024 Q1	$8.58M	Buy	106,988 +4,089	+4%	+$324K	0.19%	118
2023 Q4	$8M	Buy	102,899 +47,091	+84%	+$3.35M	0.2%	113
2023 Q3	$3.86M	Buy	55,808 +9,844	+21%	+$718K	0.12%	154
2023 Q2	$3.36M	Buy	45,964 +38,961	+556%	+$2.71M	0.11%	171
2023 Q1	$490K	Buy	7,003 +3,338	+91%	+$236K	0.02%	410
2022 Q4	$247K	Sell	3,665 -6,683	-65%	-$451K	0.01%	479
2022 Q3	$643K	Buy	10,348 +671	+7%	+$46.2K	0.03%	317
2022 Q2	$626K	Buy	9,677 +3,655	+61%	+$260K	0.03%	354
2022 Q1	$470K	Buy	6,022 +162	+3%	+$12.5K	0.02%	309
2021 Q4	$486K	Buy	+5,860	New	+$481K	0.02%	297