55I LLC’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
2022
Q3
$2.55M Buy
2022
Q2
$986K Sell
2022
Q1
$1.39M Buy
2021
Q4
$747K Sell
2021
Q3
$1.44M Buy
2020
Q4
Sell
2020
Q3
$453K Buy