Shepherd Financial Partners’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 Q2	–	Sell	-1,736	Closed	-$218K	–	217
2024 Q1	$218K	Hold	1,736	–	–	0.03%	201
2023 Q4	$202K	Buy	+1,736	New	+$202K	0.03%	206