Weil Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$463K	Hold	5,036	–	–	0.12%	80
2025 Q1	$428K	Hold	5,036	–	–	0.13%	77
2024 Q4	$445K	Hold	5,036	–	–	0.15%	78
2024 Q3	$444K	Hold	5,036	–	–	0.15%	98
2024 Q2	$408K	Hold	5,036	–	–	0.15%	101
2024 Q1	$423K	Hold	5,036	–	–	0.17%	100
2023 Q4	$391K	Hold	5,036	–	–	0.17%	95
2023 Q3	$349K	Hold	5,036	–	–	0.17%	99
2023 Q2	$368K	Hold	5,036	–	–	0.16%	108
2023 Q1	$352K	Hold	5,036	–	–	0.16%	101
2022 Q4	$340K	Hold	5,036	–	–	0.15%	98
2022 Q3	$313K	Hold	5,036	–	–	0.19%	92
2022 Q2	$326K	Hold	5,036	–	–	0.18%	94
2022 Q1	$393K	Hold	5,036	–	–	0.2%	92
2021 Q4	$418K	Hold	5,036	–	–	0.2%	88
2021 Q3	$394K	Hold	5,036	–	–	0.21%	92
2021 Q2	$399K	Hold	5,036	–	–	0.2%	99
2021 Q1	$372K	Hold	5,036	–	–	0.21%	95
2020 Q4	$345K	Hold	5,036	–	–	0.21%	93
2020 Q3	$289K	Hold	5,036	–	–	0.21%	83
2020 Q2	$270K	Hold	5,036	–	–	0.23%	80
2020 Q1	$217K	Hold	5,036	–	–	0.2%	76
2019 Q4	$300K	Buy	+5,036	New	+$300K	0.23%	82