Wealth Enhancement Advisory Services’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	$54.5M	Sell	554,428 -304,187	-35%	-$30.4M	0.12%	171
2025 Q4	$85.7M	Buy	858,615 +31,864	+4%	+$3.06M	0.12%	164
2025 Q3	$79.9M	Sell	826,751 -1,756	-0.2%	-$166K	0.12%	161
2025 Q2	$77.6M	Sell	828,507 -8,590	-1%	-$742K	0.13%	158
2025 Q1	$71.2M	Buy	837,097 +14,273	+2%	+$1.27M	0.14%	148
2024 Q4	$72.7M	Sell	822,824 -3,656	-0.4%	-$332K	0.14%	145
2024 Q3	$72.8M	Buy	826,480 +6,737	+0.8%	+$568K	0.16%	130
2024 Q2	$66.5M	Buy	819,743 +31,025	+4%	+$2.53M	0.16%	137
2024 Q1	$66.3M	Sell	788,718 -16,975	-2%	-$1.35M	0.17%	125
2023 Q4	$62.6M	Sell	805,693 -505	-0.1%	-$35.9K	0.18%	122
2023 Q3	$55.8M	Buy	806,198 +797,992	+9,724%	+$58.2M	0.18%	120
2023 Q2	$599K	Buy	8,206 +138	+2%	+$9.6K	0.01%	329
2023 Q1	$564K	Buy	8,068 +3,687	+84%	+$260K	0.01%	376
2022 Q4	$314K	Sell	4,381 -247	-5%	-$16.7K	﹤0.01%	293
2022 Q3	$295K	Sell	4,628 -590	-11%	-$40.6K	﹤0.01%	297
2022 Q2	$347K	Sell	5,218 -39	-0.7%	-$2.78K	﹤0.01%	299
2022 Q1	$414K	Buy	5,257 +91	+2%	+$7K	0.01%	277
2021 Q4	$395K	Sell	5,166 -302	-6%	-$24.8K	0.01%	260
2021 Q3	$455K	Buy	5,468 +5	+0.1%	+$401	0.01%	257
2021 Q2	$427K	Sell	5,463 -1,611	-23%	-$125K	0.01%	242
2021 Q1	$535K	Buy	7,074 +3,501	+98%	+$253K	0.01%	227
2020 Q4	$253K	Buy	+3,573	New	+$228K	0.01%	209