Wedgewood Investors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wedgewood Investors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Sell	3,485 -195	-5%	-$17.9K	0.37%	64
2025 Q1	$313K	Sell	3,680 -160	-4%	-$13.6K	0.37%	68
2024 Q4	$339K	Sell	3,840 -165	-4%	-$14.6K	0.4%	65
2024 Q3	$353K	Sell	4,005 -309	-7%	-$27.2K	0.39%	68
2024 Q2	$350K	Buy	+4,314	New	+$350K	0.42%	65
2023 Q4	$455K	Hold	5,854	–	–	0.57%	52
2023 Q3	$405K	Sell	5,854 -100	-2%	-$6.93K	0.55%	56
2023 Q2	$435K	Sell	5,954 -132	-2%	-$9.64K	0.56%	57
2023 Q1	$426K	Hold	6,086	–	–	0.56%	56
2022 Q4	$411K	Hold	6,086	–	–	0.54%	56
2022 Q3	$378K	Sell	6,086 -100	-2%	-$6.21K	0.58%	49
2022 Q2	$400K	Sell	6,186 -210	-3%	-$13.6K	0.57%	53
2022 Q1	$499K	Hold	6,396	–	–	0.6%	52
2021 Q4	$531K	Hold	6,396	–	–	0.63%	47
2021 Q3	$500K	Hold	6,396	–	–	0.65%	48
2021 Q2	$507K	Hold	6,396	–	–	0.64%	49
2021 Q1	$473K	Hold	6,396	–	–	0.59%	51
2020 Q4	$438K	Sell	6,396 -60	-0.9%	-$4.11K	0.57%	51
2020 Q3	$370K	Hold	6,456	–	–	0.55%	53
2020 Q2	$346K	Hold	6,456	–	–	0.56%	51
2020 Q1	$279K	Hold	6,456	–	–	0.54%	54
2019 Q4	$385K	Hold	6,456	–	–	0.55%	57
2019 Q3	$361K	Hold	6,456	–	–	0.54%	55
2019 Q2	$361K	Hold	6,456	–	–	0.52%	55
2019 Q1	$348K	Sell	6,456 -60	-0.9%	-$3.23K	0.54%	56
2018 Q4	$303K	Hold	6,516	–	–	0.55%	59
2018 Q3	$359K	Hold	6,516	–	–	0.57%	58
2018 Q2	$346K	Hold	6,516	–	–	0.59%	56
2018 Q1	$336K	Hold	6,516	–	–	0.29%	76
2017 Q4	$339K	Hold	6,516	–	–	0.28%	81
2017 Q3	$321K	Hold	6,516	–	–	0.27%	84
2017 Q2	$313K	Hold	6,516	–	–	0.27%	87
2017 Q1	$305K	Hold	6,516	–	–	0.27%	85
2016 Q4	$291K	Hold	6,516	–	–	0.27%	85
2016 Q3	$284K	Sell	6,516 -504	-7%	-$22K	0.27%	84
2016 Q2	$295K	Hold	7,020	–	–	0.28%	84
2016 Q1	$286K	Hold	7,020	–	–	0.29%	80
2015 Q4	$281K	Hold	7,020	–	–	0.28%	82
2015 Q3	$273K	Hold	7,020	–	–	0.28%	84
2015 Q2	$299K	Hold	7,020	–	–	0.29%	84
2015 Q1	$304K	Hold	7,020	–	–	0.3%	85
2014 Q4	$293K	Buy	+7,020	New	+$293K	0.29%	83