Investmark Advisory Group’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
2023 Q1	–	Sell	-10,542	Closed	-$1.11M	–	109
2022 Q4	$1.11M	Buy	+10,542	New	+$1.11M	0.82%	32
2022 Q1	–	Sell	-1,216	Closed	-$148K	–	235
2021 Q4	$148K	Buy	+1,216	New	+$148K	0.14%	104