Ullmann Wealth Partners 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
2017
Q3
Sell
-839
Closed -$70K 93
2017
Q2
$70K Buy
839
+169
+25% +$14.1K 0.05% 82
2017
Q1
$55K Buy
+670
New +$55K 0.05% 79