Pinnacle Private Wealth’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
2022
Q2
$313K Buy
3,079
+650
+27% +$66.1K 0.12% 192
2022
Q1
$291K Hold
2,429
0.09% 226
2021
Q4
$297K Buy
+2,429
New +$297K 0.09% 218