Regal Investment 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	$220K	Buy	+2,261	New	+$226K	0.01%	611
2025 Q1	–	Sell	-3,123	Closed	-$276K	–	477
2024 Q4	$276K	Sell	3,123 -16,805	-84%	-$1.53M	0.02%	424
2024 Q3	$1.76M	Buy	19,928 +1,588	+9%	+$134K	0.12%	185
2024 Q2	$1.49M	Buy	18,340 +3,133	+21%	+$255K	0.1%	211
2024 Q1	$1.28M	Buy	15,207 +3,442	+29%	+$273K	0.09%	220
2023 Q4	$915K	Buy	11,765 +2,937	+33%	+$209K	0.07%	237
2023 Q3	$611K	Buy	8,828 +2,354	+36%	+$172K	0.05%	262
2023 Q2	$473K	Buy	+6,474	New	+$450K	0.04%	306
2015 Q4	–	Sell	-80	Closed	-$3K	–	582
2015 Q3	$3K	Buy	+80	New	+$3.31K	﹤0.01%	889
2014 Q2	–	Sell	-1,112	Closed	-$43K	–	928
2014 Q1	$43K	Sell	1,112 -120	-10%	-$4.55K	0.02%	364
2013 Q4	$46K	Buy	+1,232	New	+$44.5K	0.03%	299