Norris Perne & French’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	–	Sell	-2,282	Closed	-$220K	–	159
2025 Q4	$220K	Buy	2,282 +95	+4%	+$9.13K	0.01%	159
2025 Q3	$211K	Hold	2,187	–	–	0.01%	158
2025 Q2	$201K	Buy	+2,187	New	+$189K	0.01%	152
2022 Q1	–	Sell	-3,308	Closed	-$275K	–	161
2021 Q4	$275K	Hold	3,308	–	–	0.02%	122
2021 Q3	$259K	Hold	3,308	–	–	0.02%	121
2021 Q2	$262K	Hold	3,308	–	–	0.02%	120
2021 Q1	$245K	Hold	3,308	–	–	0.02%	118
2020 Q4	$227K	Buy	+3,308	New	+$211K	0.02%	147
2020 Q1	–	Sell	-3,608	Closed	-$215K	–	130
2019 Q4	$215K	Buy	+3,608	New	+$207K	0.03%	134
2017 Q4	–	Sell	-4,060	Closed	-$200K	–	152
2017 Q3	$200K	Buy	+4,060	New	+$196K	0.03%	149