Plancorp LLC’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
2024 Q3	–	Sell	-1,940	Closed	-$234K	–	321
2024 Q2	$234K	Hold	1,940	–	–	0.01%	269
2024 Q1	$243K	Buy	+1,940	New	+$243K	0.01%	264