Obermeyer Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$956K	Hold	10,394	–	–	0.05%	111
2025 Q1	$884K	Buy	10,394 +91	+0.9%	+$7.74K	0.05%	108
2024 Q4	$911K	Hold	10,303	–	–	0.05%	108
2024 Q3	$908K	Hold	10,303	–	–	0.05%	111
2024 Q2	$835K	Buy	10,303 +4,131	+67%	+$335K	0.05%	107
2024 Q1	$519K	Hold	6,172	–	–	0.03%	139
2023 Q4	$480K	Hold	6,172	–	–	0.03%	118
2023 Q3	$427K	Hold	6,172	–	–	0.03%	120
2023 Q2	$451K	Hold	6,172	–	–	0.03%	126
2023 Q1	$432K	Hold	6,172	–	–	0.03%	124
2022 Q4	$416K	Hold	6,172	–	–	0.03%	129
2022 Q3	$384K	Hold	6,172	–	–	0.03%	128
2022 Q2	$399K	Hold	6,172	–	–	0.03%	122
2022 Q1	$482K	Hold	6,172	–	–	0.03%	127
2021 Q4	$512K	Hold	6,172	–	–	0.03%	124
2021 Q3	$483K	Hold	6,172	–	–	0.03%	124
2021 Q2	$489K	Sell	6,172 -876	-12%	-$69.4K	0.03%	129
2021 Q1	$521K	Buy	7,048 +3,108	+79%	+$230K	0.03%	122
2020 Q4	$270K	Hold	3,940	–	–	0.02%	126
2020 Q3	$226K	Hold	3,940	–	–	0.02%	130
2020 Q2	$211K	Buy	+3,940	New	+$211K	0.02%	127
2020 Q1	–	Sell	-3,940	Closed	-$235K	–	134
2019 Q4	$235K	Hold	3,940	–	–	0.02%	115
2019 Q3	$220K	Hold	3,940	–	–	0.02%	115
2019 Q2	$220K	Hold	3,940	–	–	0.02%	111
2019 Q1	$213K	Buy	+3,940	New	+$213K	0.02%	110
2018 Q4	–	Sell	-3,940	Closed	-$217K	–	116
2018 Q3	$217K	Hold	3,940	–	–	0.02%	116
2018 Q2	$209K	Buy	+3,940	New	+$209K	0.02%	111
2013 Q3	–	Sell	-2,796	Closed	-$91K	–	174
2013 Q2	$91K	Buy	+2,796	New	+$91K	0.03%	86