Security National Trust’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
2021 Q3	$29K	Hold	260	–	–	0.01%	301
2021 Q2	$29K	Hold	260	–	–	0.01%	309
2021 Q1	$28K	Sell	260 -57	-18%	-$6.14K	0.01%	307
2020 Q4	$31K	Hold	317	–	–	0.01%	291
2020 Q3	$26K	Hold	317	–	–	0.01%	294
2020 Q2	$25K	Hold	317	–	–	0.01%	297
2020 Q1	$20K	Hold	317	–	–	0.01%	309
2019 Q4	$30K	Hold	317	–	–	0.01%	289
2019 Q3	$28K	Hold	317	–	–	0.01%	273
2019 Q2	$28K	Hold	317	–	–	0.01%	277
2019 Q1	$28K	Hold	317	–	–	0.01%	275
2018 Q4	$25K	Hold	317	–	–	0.01%	270
2018 Q3	$29K	Hold	317	–	–	0.01%	281
2018 Q2	$28K	Hold	317	–	–	0.01%	291
2018 Q1	$28K	Hold	317	–	–	0.01%	286
2017 Q4	$28K	Hold	317	–	–	0.01%	289
2017 Q3	$26K	Hold	317	–	–	0.01%	299
2017 Q2	$26K	Hold	317	–	–	0.01%	312
2017 Q1	$26K	Hold	317	–	–	0.01%	311
2016 Q4	$25K	Hold	317	–	–	0.01%	318
2016 Q3	$25K	Hold	317	–	–	0.01%	326
2016 Q2	$23K	Hold	317	–	–	0.01%	322
2016 Q1	$22K	Hold	317	–	–	0.01%	327
2015 Q4	$22K	Hold	317	–	–	0.01%	318
2015 Q3	$22K	Hold	317	–	–	0.01%	324
2015 Q2	$23K	Hold	317	–	–	0.01%	331
2015 Q1	$24K	Hold	317	–	–	0.01%	338
2014 Q4	$23K	Hold	317	–	–	0.01%	340
2014 Q3	$22K	Buy	+317	New	+$22K	0.01%	338