Wealth & Pension Services Group’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
2019
Q3
$676K Sell
12,080
-468
-4% -$26.2K 0.49% 60
2019
Q2
$701K Sell
12,548
-96
-0.8% -$5.36K 0.51% 54
2019
Q1
$682K Hold
12,644
0.53% 54
2018
Q4
$588K Buy
+12,644
New +$588K 0.53% 54