REDW Wealth’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	$368K	Hold	4,000	–	–	0.15%	70
2025 Q1	$340K	Hold	4,000	–	–	0.13%	72
2024 Q4	$354K	Sell	4,000 -2,196	-35%	-$194K	0.12%	70
2024 Q3	$546K	Hold	6,196	–	–	0.14%	82
2024 Q2	$502K	Hold	6,196	–	–	0.13%	85
2024 Q1	$521K	Hold	6,196	–	–	0.14%	83
2023 Q4	$482K	Sell	6,196 -920	-13%	-$71.5K	0.14%	81
2023 Q3	$493K	Hold	7,116	–	–	0.15%	79
2023 Q2	$520K	Hold	7,116	–	–	0.16%	76
2023 Q1	$498K	Hold	7,116	–	–	0.16%	79
2022 Q4	$480K	Sell	7,116 -1,092	-13%	-$73.7K	0.17%	71
2022 Q3	$510K	Hold	8,208	–	–	0.2%	66
2022 Q2	$531K	Hold	8,208	–	–	0.19%	59
2022 Q1	$641K	Hold	8,208	–	–	0.19%	54
2021 Q4	$681K	Hold	8,208	–	–	0.2%	50
2021 Q3	$642K	Hold	8,208	–	–	0.2%	51
2021 Q2	$650K	Hold	8,208	–	–	0.21%	50
2021 Q1	$607K	Hold	8,208	–	–	0.2%	52
2020 Q4	$563K	Hold	8,208	–	–	0.21%	48
2020 Q3	$471K	Hold	8,208	–	–	0.2%	48
2020 Q2	$440K	Hold	8,208	–	–	0.22%	48
2020 Q1	$354K	Sell	8,208 -292	-3%	-$12.6K	0.22%	47
2019 Q4	$507K	Hold	8,500	–	–	0.28%	36
2019 Q3	$476K	Hold	8,500	–	–	0.28%	36
2019 Q2	$475K	Hold	8,500	–	–	0.28%	38
2019 Q1	$459K	Hold	8,500	–	–	0.28%	36
2018 Q4	$395K	Sell	8,500 -292	-3%	-$13.6K	0.27%	39
2018 Q3	$485K	Hold	8,792	–	–	0.32%	36
2018 Q2	$466K	Hold	8,792	–	–	0.33%	36
2018 Q1	$454K	Hold	8,792	–	–	0.34%	38
2017 Q4	$457K	Hold	8,792	–	–	0.35%	39
2017 Q3	$433K	Sell	8,792 -328	-4%	-$16.2K	0.36%	33
2017 Q2	$438K	Hold	9,120	–	–	0.43%	29
2017 Q1	$427K	Sell	9,120 -248	-3%	-$11.6K	0.43%	33
2016 Q4	$419K	Buy	+9,368	New	+$419K	0.47%	33