Epstein & White Financial’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
2018 Q2	–	Sell	-3,605	Closed	-$310K	–	111
2018 Q1	$310K	Sell	3,605 -22,309	-86%	-$1.92M	0.2%	81
2017 Q4	$2.34M	Buy	+25,914	New	+$2.34M	1.35%	19