One Wealth Advisors’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
2023 Q1	–	Sell	-223	Closed	-$15K	–	403
2022 Q4	$15K	Buy	+223	New	+$15K	﹤0.01%	573
2019 Q1	–	Sell	-15,383	Closed	-$715K	–	579
2018 Q4	$715K	Buy	+15,383	New	+$715K	0.71%	14