Core Wealth Advisors’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
2023 Q1	–	Sell	-2,911	Closed	-$196K	–	270
2022 Q4	$196K	Buy	+2,911	New	+$196K	0.09%	40
2020 Q1	–	Sell	-688	Closed	-$41K	–	164
2019 Q4	$41K	Buy	+688	New	+$41K	0.02%	60