Legacy Private Trust’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
2014
Q3
Sell
-6,920
Closed -$281K 261
2014
Q2
$281K Hold
6,920
0.04% 217
2014
Q1
$268K Sell
6,920
-9,144
-57% -$354K 0.05% 178
2013
Q4
$602K Buy
+16,064
New +$602K 0.11% 129