Sterling Financial Planning’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 Q4	–	Sell	-251	Closed	-$20K	–	247
2021 Q3	$20K	Hold	251	–	–	0.01%	262
2021 Q2	$20K	Buy	251 +1	+0.4%	+$80	0.01%	256
2021 Q1	$19K	Hold	250	–	–	0.01%	230
2020 Q4	$17K	Buy	+250	New	+$17K	0.01%	226