HCR Wealth Advisors’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
2021
Q1
Sell
-23
Closed -$2K 221
2020
Q4
$2K Hold
23
﹤0.01% 261
2020
Q3
$2K Buy
+23
New +$2K ﹤0.01% 237
2020
Q1
Sell
-8
Closed -$1K 246
2019
Q4
$1K Buy
+8
New +$1K ﹤0.01% 233