Steward Financial Group’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
2023 Q3	$1K	Buy	+15	New	+$1K	﹤0.01%	1174
2022 Q3	–	Sell	-140	Closed	-$14K	–	697
2022 Q2	$14K	Buy	+140	New	+$14K	0.01%	201