Vaughan David Investments’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	$311K	Hold	3,194	–	–	0.01%	197
2025 Q4	$307K	Hold	3,194	–	–	0.01%	199
2025 Q3	$308K	Hold	3,194	–	–	0.01%	196
2025 Q2	$294K	Hold	3,194	–	–	0.01%	196
2025 Q1	$272K	Hold	3,194	–	–	0.01%	188
2024 Q4	$282K	Hold	3,194	–	–	0.01%	186
2024 Q3	$282K	Hold	3,194	–	–	0.01%	189
2024 Q2	$259K	Hold	3,194	–	–	0.01%	188
2024 Q1	$269K	Hold	3,194	–	–	0.01%	192
2023 Q4	$248K	Hold	3,194	–	–	0.01%	187
2023 Q3	$221K	Hold	3,194	–	–	0.01%	188
2023 Q2	$233K	Buy	+3,194	New	+$222K	0.01%	185
2022 Q1	–	Sell	-2,500	Closed	-$208K	–	199
2021 Q4	$208K	Buy	+2,500	New	+$205K	0.01%	198
2020 Q4	–	Sell	-5,500	Closed	-$316K	–	190
2020 Q3	$316K	Hold	5,500	–	–	0.01%	151
2020 Q2	$295K	Hold	5,500	–	–	0.01%	153
2020 Q1	$237K	Hold	5,500	–	–	0.01%	161
2019 Q4	$328K	Hold	5,500	–	–	0.01%	163
2019 Q3	$308K	Hold	5,500	–	–	0.01%	165
2019 Q2	$307K	Hold	5,500	–	–	0.01%	165
2019 Q1	$297K	Hold	5,500	–	–	0.01%	164
2018 Q4	$256K	Sell	5,500 -500	-8%	-$25.2K	0.01%	163
2018 Q3	$331K	Hold	6,000	–	–	0.01%	150
2018 Q2	$318K	Hold	6,000	–	–	0.01%	151
2018 Q1	$310K	Hold	6,000	–	–	0.01%	159
2017 Q4	$312K	Hold	6,000	–	–	0.01%	155
2017 Q3	$296K	Hold	6,000	–	–	0.01%	145
2017 Q2	$288K	Hold	6,000	–	–	0.01%	146
2017 Q1	$281K	Sell	6,000 -984	-14%	-$45.6K	0.01%	145
2016 Q4	$312K	Hold	6,984	–	–	0.02%	135
2016 Q3	$304K	Buy	+6,984	New	+$303K	0.02%	134