Personal Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$394K	Buy	5,837 +438	+8%	+$29.5K	﹤0.01%	340
2022 Q3	$336K	Buy	5,399 +761	+16%	+$52.3K	﹤0.01%	337
2022 Q2	$300K	Buy	4,638 +242	+6%	+$17.2K	﹤0.01%	352
2022 Q1	$343K	Sell	4,396 -200	-4%	-$15.4K	﹤0.01%	361
2021 Q4	$365K	Sell	4,596 -399	-8%	-$32.8K	﹤0.01%	397
2021 Q3	$391K	Buy	4,995 +613	+14%	+$49.1K	﹤0.01%	350
2021 Q2	$347K	Sell	4,382 -828	-16%	-$64.2K	﹤0.01%	370
2021 Q1	$385K	Sell	5,210 -51	-1%	-$3.69K	﹤0.01%	346
2020 Q4	$361K	Buy	+5,261	New	+$335K	﹤0.01%	343
2020 Q3	–	Sell	-3,852	Closed	-$206K	–	421
2020 Q2	$206K	Buy	+3,852	New	+$193K	﹤0.01%	344
2020 Q1	–	Sell	-8,428	Closed	-$502K	–	376
2019 Q4	$502K	Buy	8,428 +1,845	+28%	+$106K	﹤0.01%	264
2019 Q3	$368K	Buy	+6,583	New	+$368K	﹤0.01%	274
2019 Q2	–	Sell	-5,480	Closed	-$296K	–	334
2019 Q1	$296K	Buy	+5,480	New	+$284K	﹤0.01%	275