KCS Wealth Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,762
Closed -$266K 274
2019
Q3
$266K Buy
4,762
+22
+0.5% +$1.23K 0.18% 129
2019
Q2
$265K Buy
+4,740
New +$265K 0.21% 131