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

Abacus Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,128
Closed -$343K – 107
2021
Q4 		$343K Hold
4,128
– – 0.12% 68
2021
Q3 		$323K Hold
4,128
– – 0.12% 69
2021
Q2 		$327K Hold
4,128
– – 0.13% 67
2021
Q1 		$305K Buy
+4,128
New +$305K 0.22% 64