Elm Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Elm Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.37M	Sell
2021 Q4	$3.3M	Sell
2021 Q3	$3.14M	Sell
2021 Q2	$3.23M	Buy
2021 Q1	$3M	Sell
2020 Q4	$2.92M	Sell
2020 Q3	$2.8M	Sell
2020 Q2	$2.81M	Sell
2020 Q1	$2.5M	Sell
2019 Q4	$3.46M	Sell
2019 Q3	$3.3M	Sell
2019 Q2	$3.32M	Sell
2019 Q1	$3.23M	Buy
2018 Q4	$2.73M	Buy
2018 Q3	$3.2M	Sell
2018 Q2	$3.1M	Sell
2018 Q1	$3.02M	Sell
2017 Q4	$3.2M	Sell
2017 Q3	$3.04M	Sell
2017 Q2	$2.98M	Sell
2017 Q1	$2.93M	Sell
2016 Q4	$2.84M	Sell
2016 Q3	$2.89M	Sell
2016 Q2	$2.92M	Sell
2016 Q1	$2.87M	Sell
2015 Q4	$2.85M	Sell
2015 Q3	$2.87M	Sell
2015 Q2	$3.15M	Sell
2015 Q1	$3.33M	Sell
2014 Q4	$3.45M	Sell
2014 Q3	$3.32M	Sell
2014 Q2	$3.44M	Sell
2014 Q1	$3.29M	Sell
2013 Q4	$3.4M	Buy