Zhang Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Zhang Financial’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	$1.79M	Sell	19,517 -104	-0.5%	-$9.57K	0.08%	124
2025 Q1	$1.67M	Buy	19,621 +14,320	+270%	+$1.22M	0.09%	121
2024 Q4	$469K	Buy	5,301 +39	+0.7%	+$3.45K	0.03%	204
2024 Q3	$464K	Buy	5,262 +9	+0.2%	+$793	0.03%	200
2024 Q2	$426K	Buy	5,253 +6	+0.1%	+$486	0.03%	200
2024 Q1	$441K	Buy	5,247 +5	+0.1%	+$420	0.03%	199
2023 Q4	$407K	Buy	5,242 +20	+0.4%	+$1.55K	0.04%	197
2023 Q3	$362K	Hold	5,222	–	–	0.04%	187
2023 Q2	$381K	Buy	5,222 +5	+0.1%	+$365	0.04%	182
2023 Q1	$365K	Buy	5,217 +7	+0.1%	+$489	0.04%	176
2022 Q4	$351K	Buy	5,210 +9	+0.2%	+$607	0.04%	179
2022 Q3	$323K	Buy	5,201 +291	+6%	+$18.1K	0.05%	169
2022 Q2	$318K	Buy	4,910 +5	+0.1%	+$324	0.05%	174
2022 Q1	$383K	Buy	4,905 +5	+0.1%	+$390	0.06%	162
2021 Q4	$407K	Buy	4,900 +6	+0.1%	+$498	0.07%	138
2021 Q3	$383K	Buy	4,894 +6	+0.1%	+$470	0.09%	107
2021 Q2	$387K	Buy	4,888 +4	+0.1%	+$317	0.09%	90
2021 Q1	$361K	Buy	4,884 +5	+0.1%	+$370	0.1%	86
2020 Q4	$334K	Buy	4,879 +6	+0.1%	+$411	0.1%	81
2020 Q3	$280K	Sell	4,873 -985	-17%	-$56.6K	0.1%	79
2020 Q2	$314K	Buy	5,858 +8	+0.1%	+$429	0.12%	70
2020 Q1	$253K	Sell	5,850 -1,023	-15%	-$44.2K	0.11%	77
2019 Q4	$410K	Buy	6,873 +3,225	+88%	+$192K	0.16%	67
2019 Q3	$204K	Sell	3,648 -381	-9%	-$21.3K	0.09%	83
2019 Q2	$225K	Sell	4,029 -4,271	-51%	-$239K	0.09%	81
2019 Q1	$448K	Buy	8,300 +13	+0.2%	+$702	0.19%	54
2018 Q4	$385K	Sell	8,287 -1	-0%	-$46	0.19%	52
2018 Q3	$456K	Sell	8,288 -1,628	-16%	-$89.6K	0.22%	49
2018 Q2	$526K	Hold	9,916	–	–	0.27%	42
2018 Q1	$500K	Buy	9,916 +8	+0.1%	+$403	0.26%	42
2017 Q4	$528K	Buy	9,908 +8	+0.1%	+$426	0.26%	45
2017 Q3	$493K	Buy	9,900 +16	+0.2%	+$797	0.25%	46
2017 Q2	$472K	Sell	9,884 -24	-0.2%	-$1.15K	0.25%	46
2017 Q1	$528K	Sell	9,908 -356	-3%	-$19K	0.26%	44
2016 Q4	$467K	Sell	10,264 -428	-4%	-$19.5K	0.25%	46
2016 Q3	$466K	Buy	10,692 +468	+5%	+$20.4K	0.26%	46
2016 Q2	$430K	Hold	10,224	–	–	0.24%	49
2016 Q1	$416K	Buy	10,224 +16	+0.2%	+$651	0.23%	48
2015 Q4	$409K	Sell	10,208 -4,088	-29%	-$164K	0.25%	50
2015 Q3	$556K	Buy	14,296 +12	+0.1%	+$467	0.35%	40
2015 Q2	$608K	Hold	14,284	–	–	0.39%	40
2015 Q1	$618K	Buy	14,284 +12	+0.1%	+$519	0.39%	38
2014 Q4	$596K	Buy	14,272 +8	+0.1%	+$334	0.39%	37
2014 Q3	$565K	Buy	14,264 +24	+0.2%	+$951	0.39%	38
2014 Q2	$579K	Hold	14,240	–	–	0.39%	36
2014 Q1	$551K	Buy	14,240 +8	+0.1%	+$310	0.4%	35
2013 Q4	$534K	Buy	14,232 +16	+0.1%	+$600	0.4%	34
2013 Q3	$494K	Buy	14,216 +24	+0.2%	+$834	0.4%	34
2013 Q2	$461K	Buy	+14,192	New	+$461K	0.4%	34