Sterling Financial Planning’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 Q4	–	Sell	-372	Closed	-$42K	–	248
2021 Q3	$42K	Hold	372	–	–	0.03%	197
2021 Q2	$43K	Sell	372 -60	-14%	-$6.94K	0.03%	176
2021 Q1	$47K	Hold	432	–	–	0.03%	157
2020 Q4	$42K	Buy	+432	New	+$42K	0.03%	156