Wellesley Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,160	Closed	-$375K	–	124
2019 Q3	$375K	Buy	+2,160	New	+$375K	0.12%	77