Lenox Wealth Advisors’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 Q1	$119K	Buy	+1,000	New	+$119K	0.01%	149
2020 Q3	–	Sell	-21	Closed	-$2K	–	611
2020 Q2	$2K	Buy	+21	New	+$2K	﹤0.01%	520
2018 Q4	–	Sell	-455	Closed	-$41K	–	383
2018 Q3	$41K	Buy	+455	New	+$41K	0.01%	149