Nadler Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,770	Closed	-$1.78M	–	119
2023 Q1	$1.78M	Hold	16,770	–	–	0.28%	36
2022 Q4	$1.77M	Buy	16,770 +680	+4%	+$71.3K	0.31%	33
2022 Q3	$1.54M	Hold	16,090	–	–	0.29%	35
2022 Q2	$1.63M	Sell	16,090 -193	-1%	-$21.6K	0.3%	36
2022 Q1	$1.95M	Buy	16,283 +193	+1%	+$22.7K	0.31%	36
2021 Q4	$1.97M	Hold	16,090	–	–	0.29%	39
2021 Q3	$1.82M	Buy	16,090 +930	+6%	+$108K	0.3%	37
2021 Q2	$1.74M	Buy	15,160 +2,765	+22%	+$317K	0.29%	36
2021 Q1	$1.35M	Buy	12,395 +2,655	+27%	+$277K	0.24%	37
2020 Q4	$944K	Buy	9,740 +2,310	+31%	+$208K	0.18%	46
2020 Q3	$601K	Buy	7,430 +3,000	+68%	+$243K	0.13%	53
2020 Q2	$339K	Buy	4,430 +575	+15%	+$41.9K	0.08%	66
2020 Q1	$247K	Sell	3,855 -470	-11%	-$40.2K	0.08%	72
2019 Q4	$410K	Buy	+4,325	New	+$395K	0.1%	58
2014 Q2	–	Sell	-16,550	Closed	-$1.14M	–	75
2014 Q1	$1.14M	Sell	16,550 -780	-5%	-$51.9K	0.76%	16
2013 Q4	$1.14M	Hold	17,330	–	–	0.74%	15
2013 Q3	$1.06M	Hold	17,330	–	–	0.77%	19
2013 Q2	$1M	Buy	+17,330	New	+$1M	0.71%	22