Curi Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-451
Closed -$46K 447
2022
Q2
$46K Hold
451
0.01% 231
2022
Q1
$53K Buy
+451
New +$53K 0.01% 212