Horizon 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
-4,658
Closed -$473K 91
2022
Q2
$473K Hold
4,658
0.2% 53
2022
Q1
$557K Hold
4,658
0.17% 51
2021
Q4
$570K Buy
+4,658
New +$570K 0.17% 53