WR Wealth Planners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-21	Closed	-$2.54K	–	1178
2024 Q2	$2.54K	Buy	+21	New	+$2.54K	﹤0.01%	836
2023 Q1	–	Sell	-25	Closed	-$2.63K	–	945
2022 Q4	$2.63K	Buy	+25	New	+$2.63K	﹤0.01%	378