Security National Trust’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
2021 Q3	$2.93M	Hold	36,928	–	–	0.68%	54
2021 Q2	$2.93M	Sell	36,928 -325	-0.9%	-$25.8K	0.65%	55
2021 Q1	$2.76M	Sell	37,253 -100	-0.3%	-$7.4K	0.65%	52
2020 Q4	$2.56M	Hold	37,353	–	–	0.64%	50
2020 Q3	$2.14M	Hold	37,353	–	–	0.6%	54
2020 Q2	$2M	Hold	37,353	–	–	0.6%	57
2020 Q1	$1.61M	Hold	37,353	–	–	0.59%	58
2019 Q4	$2.23M	Hold	37,353	–	–	0.65%	54
2019 Q3	$2.09M	Sell	37,353 -175	-0.5%	-$9.79K	0.66%	54
2019 Q2	$2.1M	Hold	37,528	–	–	0.66%	52
2019 Q1	$2.03M	Sell	37,528 -880	-2%	-$47.5K	0.65%	56
2018 Q4	$1.79M	Hold	38,408	–	–	0.66%	55
2018 Q3	$2.12M	Hold	38,408	–	–	0.66%	53
2018 Q2	$2.04M	Sell	38,408 -300	-0.8%	-$15.9K	0.68%	50
2018 Q1	$2M	Sell	38,708 -100	-0.3%	-$5.16K	0.66%	50
2017 Q4	$2.02M	Hold	38,808	–	–	0.65%	51
2017 Q3	$1.91M	Sell	38,808 -100	-0.3%	-$4.93K	0.63%	52
2017 Q2	$1.87M	Hold	38,908	–	–	0.63%	54
2017 Q1	$1.82M	Buy	38,908 +27,600	+244%	+$1.29M	0.61%	55
2016 Q4	$505K	Hold	11,308	–	–	0.18%	108
2016 Q3	$493K	Hold	11,308	–	–	0.18%	106
2016 Q2	$475K	Sell	11,308 -476	-4%	-$20K	0.17%	108
2016 Q1	$480K	Hold	11,784	–	–	0.18%	106
2015 Q4	$472K	Hold	11,784	–	–	0.19%	101
2015 Q3	$458K	Buy	11,784 +100	+0.9%	+$3.89K	0.18%	106
2015 Q2	$498K	Hold	11,684	–	–	0.18%	106
2015 Q1	$506K	Hold	11,684	–	–	0.18%	108
2014 Q4	$488K	Buy	11,684 +5,372	+85%	+$224K	0.18%	110
2014 Q3	$250K	Buy	6,312 +3,196	+103%	+$127K	0.1%	155
2014 Q2	$127K	Hold	3,116	–	–	0.05%	200
2014 Q1	$121K	Hold	3,116	–	–	0.05%	202
2013 Q4	$117K	Hold	3,116	–	–	0.05%	201
2013 Q3	$108K	Buy	+3,116	New	+$108K	0.05%	201