Wealthstreet Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-63,476	Closed	-$4.69M	–	211
2021 Q1	$4.69M	Buy	63,476 +972	+2%	+$70.3K	0.46%	53
2020 Q4	$4.29M	Buy	62,504 +23	+0%	+$1.47K	0.43%	55
2020 Q3	$3.58M	Buy	62,481 +4,028	+7%	+$229K	0.4%	57
2020 Q2	$3.13M	Sell	58,453 -637	-1%	-$31.9K	0.38%	63
2020 Q1	$2.55M	Sell	59,090 -1,647	-3%	-$90.6K	0.38%	64
2019 Q4	$3.62M	Buy	60,737 +33,277	+121%	+$1.91M	0.42%	61
2019 Q3	$1.56M	Sell	27,460 -24,299	-47%	-$1.36M	0.2%	106
2019 Q2	$2.89M	Sell	51,759 -585	-1%	-$32.1K	0.37%	68
2019 Q1	$2.82M	Buy	52,344 +1,500	+3%	+$77.7K	0.37%	70
2018 Q4	$2.57M	Sell	50,844 -5,660	-10%	-$286K	0.36%	71
2018 Q3	$3.12M	Sell	56,504 -756	-1%	-$41.4K	0.38%	70
2018 Q2	$3.04M	Sell	57,260 -4,144	-7%	-$218K	0.4%	67
2018 Q1	$3.17M	Sell	61,404 -1,388	-2%	-$73.1K	0.4%	63
2017 Q4	$3.27M	Buy	+62,792	New	+$3.19M	0.4%	64