Abacus Planning Group’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
2022
Q3
Sell
-6,010
Closed -$389K 191
2022
Q2
$389K Buy
6,010
+3
+0% +$194 0.11% 113
2022
Q1
$469K Hold
6,007
0.13% 119
2021
Q4
$499K Buy
+6,007
New +$499K 0.13% 112