Pinnacle Family Advisors’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
2023 Q2	–	Sell	-1,900	Closed	-$202K	–	112
2023 Q1	$202K	Sell	1,900 -530	-22%	-$56.3K	0.12%	95
2022 Q4	$256K	Buy	+2,430	New	+$256K	0.18%	81