WMS Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,639	Closed	-$204K	–	224
2019 Q3	$204K	Buy	+3,639	New	+$204K	0.05%	211
2016 Q4	–	Sell	-1,750	Closed	-$305K	–	190
2016 Q3	$305K	Buy	+1,750	New	+$305K	0.04%	150