Shelton Wealth Management’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
Sell
-1,912
Closed -$229K 69
2022
Q1
$229K Sell
1,912
-16
-0.8% -$1.92K 0.18% 63
2021
Q4
$236K Buy
+1,928
New +$236K 0.19% 61