WFG 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
2017 Q2	$94K	Hold	1,952	–	–	0.02%	542
2017 Q1	$91K	Buy	+1,952	New	+$90.5K	0.02%	499
2016 Q1	–	Sell	-308	Closed	-$12K	–	1602
2015 Q4	$12K	Buy	308 +4	+1%	+$163	﹤0.01%	1033
2015 Q3	$12K	Sell	304 -372	-55%	-$15.4K	﹤0.01%	1046
2015 Q2	$29K	Hold	676	–	–	0.01%	879
2015 Q1	$29K	Sell	676 -1,956	-74%	-$83.2K	0.01%	885
2014 Q4	$110K	Buy	2,632 +4	+0.2%	+$162	0.02%	605
2014 Q3	$104K	Buy	2,628 +8	+0.3%	+$322	0.02%	652
2014 Q2	$106K	Sell	2,620 -900	-26%	-$35.1K	0.02%	638
2014 Q1	$136K	Sell	3,520 -2,396	-41%	-$90.8K	0.03%	535
2013 Q4	$222K	Hold	5,916	–	–	0.03%	487
2013 Q3	$206K	Sell	5,916 -1,428	-19%	-$48.8K	0.03%	473
2013 Q2	$238K	Buy	+7,344	New	+$238K	0.04%	424