Strategic Financial Concepts’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	$318K	Buy	+3,267	New	+$326K	0.08%	206
2025 Q4	–	Sell	-3,149	Closed	-$304K	–	205
2025 Q3	$304K	Buy	3,149 +10	+0.3%	+$948	0.04%	190
2025 Q2	$289K	Sell	3,139 -12,484	-80%	-$1.08M	0.04%	202
2025 Q1	$1.33M	Sell	15,623 -323	-2%	-$28.8K	0.25%	87
2024 Q4	$1.41M	Buy	15,946 +10,493	+192%	+$952K	0.27%	82
2024 Q3	$481K	Sell	5,453 -464,582	-99%	-$39.1M	0.15%	125
2024 Q2	$807K	Buy	470,035 +456,344	+3,333%	+$37.1M	0.47%	56
2024 Q1	$1.15M	Buy	13,691 +3,834	+39%	+$304K	0.28%	83
2023 Q4	$766K	Sell	9,857 -392	-4%	-$27.8K	0.45%	59
2023 Q3	$710K	Buy	10,249 +141	+1%	+$10.3K	0.24%	100
2023 Q2	$738K	Sell	10,108 -448	-4%	-$31.2K	0.27%	90
2023 Q1	$738K	Buy	+10,556	New	+$745K	0.3%	80