Oak Point Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$747K Buy
14,772
+3,972
+37% +$201K 0.76% 42
2017
Q4
$554K Buy
+10,800
New +$554K 0.55% 50