Novak Financial Planning’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 Q2	$257K	Hold	2,237	–	–	0.13%	107
2021 Q1	$245K	Sell	2,237 -140	-6%	-$15.3K	0.13%	105
2020 Q4	$231K	Buy	+2,377	New	+$231K	0.14%	103