V Wealth Advisors’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
2023 Q3	–	Sell	-9,487	Closed	-$693K	–	236
2023 Q2	$693K	Buy	9,487 +476	+5%	+$34.8K	0.12%	162
2023 Q1	$630K	Buy	9,011 +4,511	+100%	+$315K	0.12%	166
2022 Q4	$304K	Buy	+4,500	New	+$304K	0.06%	275