Phoenix Wealth Advisors’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	$392K	Buy	4,028 +27	+0.7%	+$2.7K	0.15%	96
2025 Q4	$385K	Hold	4,001	–	–	0.15%	94
2025 Q3	$386K	Hold	4,001	–	–	0.15%	95
2025 Q2	$368K	Hold	4,001	–	–	0.15%	93
2025 Q1	$340K	Hold	4,001	–	–	0.15%	91
2024 Q4	$354K	Hold	4,001	–	–	0.15%	88
2024 Q3	$353K	Sell	4,001 -1,700	-30%	-$143K	0.16%	91
2024 Q2	$462K	Buy	5,701 +1,266	+29%	+$103K	0.23%	76
2024 Q1	$373K	Buy	+4,435	New	+$351K	0.23%	83
2022 Q1	–	Sell	-2,425	Closed	-$201K	–	113
2021 Q4	$201K	Hold	2,425	–	–	0.15%	118
2021 Q3	$190K	Hold	2,425	–	–	0.14%	116
2021 Q2	$193K	Hold	2,425	–	–	0.14%	120
2021 Q1	$182K	Hold	2,425	–	–	0.14%	119
2020 Q4	$166K	Buy	+2,425	New	+$154K	0.13%	119