Novak Financial Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Novak Financial Planning’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$257K	Hold
2021 Q1	$245K	Sell
2020 Q4	$231K	Buy