CCM Investment Advisers’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
2018 Q1	–	Sell	-10,612	Closed	-$552K	–	81
2017 Q4	$552K	Sell	10,612 -5,380	-34%	-$273K	0.11%	67
2017 Q3	$788K	Buy	15,992 +412	+3%	+$19.9K	0.15%	64
2017 Q2	$748K	Sell	15,580 -6,520	-30%	-$309K	0.15%	65
2017 Q1	$1.03M	Sell	22,100 -7,880	-26%	-$365K	0.21%	63
2016 Q4	$1.34M	Sell	29,980 -5,200	-15%	-$227K	0.28%	60
2016 Q3	$1.53M	Sell	35,180 -7,140	-17%	-$310K	0.32%	58
2016 Q2	$1.78M	Sell	42,320 -6,936	-14%	-$286K	0.17%	81
2016 Q1	$2.01M	Sell	49,256 -9,108	-16%	-$347K	0.19%	60
2015 Q4	$2.34M	Sell	58,364 -9,340	-14%	-$381K	0.22%	54
2015 Q3	$2.63M	Sell	67,704 -1,680	-2%	-$69.6K	0.26%	59
2015 Q2	$2.95M	Sell	69,384 -260	-0.4%	-$11.3K	0.27%	58
2015 Q1	$3.01M	Sell	69,644 -2,900	-4%	-$123K	0.29%	67
2014 Q4	$3.03M	Buy	72,544 +2,500	+4%	+$102K	0.28%	60
2014 Q3	$2.77M	Sell	70,044 -1,520	-2%	-$61.2K	0.25%	62
2014 Q2	$2.91M	Sell	71,564 -3,720	-5%	-$145K	0.27%	60
2014 Q1	$2.91M	Buy	75,284 +3,280	+5%	+$124K	0.29%	59
2013 Q4	$2.7M	Sell	72,004 -5,840	-8%	-$211K	0.25%	74
2013 Q3	$2.71M	Buy	77,844 +1,680	+2%	+$57.4K	0.27%	72
2013 Q2	$2.47M	Buy	+76,164	New	+$2.47M	0.25%	78