Hefty Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hefty Wealth Partners’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell
2016 Q4	$519K	Sell
2016 Q3	$585K	Sell
2016 Q2	$1.33M	Buy
2016 Q1	$1.22M	Sell
2015 Q4	$3.29M	Buy