Peoples Financial Services Corp’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	$27.6K	Hold	300	–	–	0.01%	191
2025 Q1	$25.5K	Hold	300	–	–	0.01%	191
2024 Q4	$26.5K	Hold	300	–	–	0.01%	187
2024 Q3	$26.4K	Hold	300	–	–	0.01%	188
2024 Q2	$24.3K	Hold	300	–	–	0.01%	190
2024 Q1	$25.2K	Hold	300	–	–	0.01%	188
2023 Q4	$23.3K	Hold	300	–	–	0.01%	189
2023 Q3	$20.8K	Hold	300	–	–	0.01%	193
2023 Q2	$21.9K	Hold	300	–	–	0.01%	192
2023 Q1	$21K	Hold	300	–	–	0.01%	192
2022 Q4	$20.2K	Hold	300	–	–	0.01%	195
2022 Q3	$19K	Hold	300	–	–	0.01%	199
2022 Q2	$19K	Hold	300	–	–	0.01%	200
2022 Q1	$23K	Hold	300	–	–	0.01%	205
2021 Q4	$25K	Hold	300	–	–	0.01%	195
2021 Q3	$23K	Hold	300	–	–	0.01%	194
2021 Q2	$24K	Hold	300	–	–	0.01%	193
2021 Q1	$22K	Hold	300	–	–	0.01%	194
2020 Q4	$21K	Hold	300	–	–	0.01%	189
2020 Q3	$17K	Hold	300	–	–	0.01%	186
2020 Q2	$16K	Hold	300	–	–	0.01%	192
2020 Q1	$13K	Hold	300	–	–	0.01%	205
2019 Q4	$18K	Hold	300	–	–	0.01%	197
2019 Q3	$17K	Hold	300	–	–	0.01%	202
2019 Q2	$17K	Hold	300	–	–	0.01%	207
2019 Q1	$16K	Sell	300 -100	-25%	-$5.33K	0.01%	209
2018 Q4	$19K	Hold	400	–	–	0.01%	188
2018 Q3	$22K	Hold	400	–	–	0.01%	191
2018 Q2	$21K	Hold	400	–	–	0.01%	186
2018 Q1	$21K	Hold	400	–	–	0.01%	186
2017 Q4	$21K	Hold	400	–	–	0.01%	186
2017 Q3	$20K	Sell	400 -156	-28%	-$7.8K	0.01%	187
2017 Q2	$27K	Hold	556	–	–	0.02%	172
2017 Q1	$26K	Sell	556 -244	-31%	-$11.4K	0.02%	177
2016 Q4	$34K	Sell	800 -156	-16%	-$6.63K	0.02%	157
2016 Q3	$42K	Buy	956 +156	+20%	+$6.85K	0.03%	150
2016 Q2	$34K	Hold	800	–	–	0.02%	157
2016 Q1	$33K	Sell	800 -420	-34%	-$17.3K	0.02%	159
2015 Q4	$49K	Hold	1,220	–	–	0.03%	136
2015 Q3	$47K	Hold	1,220	–	–	0.03%	138
2015 Q2	$52K	Buy	+1,220	New	+$52K	0.03%	137