Valtinson Bruner 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
2022 Q1	–	Sell	-3,781	Closed	-$314K	–	100
2021 Q4	$314K	Buy	3,781 +279	+8%	+$23.2K	0.17%	76
2021 Q3	$290K	Sell	3,502 -23,852	-87%	-$1.98M	0.16%	74
2021 Q2	$2.17M	Sell	27,354 -29,354	-52%	-$2.33M	1.24%	27
2021 Q1	$4.38M	Buy	+56,708	New	+$4.38M	2.58%	14