Moulton 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
2021 Q3	–	Sell	-6,582	Closed	-$757K	–	36
2021 Q2	$757K	Buy	6,582 +1,599	+32%	+$184K	0.55%	27
2021 Q1	$556K	Buy	+4,983	New	+$556K	0.42%	31