WESPAC 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
2014
Q1
Sell
-5,780
Closed -$217K 148
2013
Q4
$217K Sell
5,780
-150,060
-96% -$5.63M 0.18% 124
2013
Q3
$5.42M Buy
+155,840
New +$5.42M 6.32% 1