Vanguard Personalized Indexing Management’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	$430K	Sell	4,419 -6,271	-59%	-$626K	﹤0.01%	1397
2025 Q4	$1.03M	Buy	10,690 +1,669	+19%	+$160K	0.01%	902
2025 Q3	$871K	Buy	9,021 +283	+3%	+$26.8K	0.01%	974
2025 Q2	$804K	Sell	8,738 -4,255	-33%	-$368K	0.01%	977
2025 Q1	$1.11M	Hold	12,993	–	–	0.02%	734
2024 Q4	$1.15M	Sell	12,993 -2,159	-14%	-$196K	0.02%	712
2024 Q3	$1.34M	Buy	15,152 +67	+0.4%	+$5.64K	0.02%	631
2024 Q2	$1.22M	Buy	15,085 +2,374	+19%	+$193K	0.02%	591
2024 Q1	$1.07M	Sell	12,711 -1,679	-12%	-$133K	0.02%	627
2023 Q4	$1.12M	Buy	14,390 +779	+6%	+$55.3K	0.03%	587
2023 Q3	$943K	Sell	13,611 -138	-1%	-$10.1K	0.03%	586
2023 Q2	$1M	Sell	13,749 -57	-0.4%	-$3.96K	0.03%	568
2023 Q1	$965K	Sell	13,806 -547	-4%	-$38.6K	0.03%	554
2022 Q4	$968K	Buy	14,353 +606	+4%	+$40.9K	0.04%	519
2022 Q3	$854K	Hold	13,747	–	–	0.04%	542
2022 Q2	$889K	Hold	13,747	–	–	0.04%	521
2022 Q1	$1.07M	Hold	13,747	–	–	0.05%	414
2021 Q4	$1.14M	Hold	13,747	–	–	0.07%	326
2021 Q3	$1.07M	Hold	13,747	–	–	0.1%	208
2021 Q2	$1.09M	Buy	13,747 +7,600	+124%	+$590K	0.11%	178
2021 Q1	$454K	Buy	+6,147	New	+$444K	0.07%	346