Addison Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-325
| Closed | -$23.7K | – | 691 |
|
|
2023
Q2 | $23.7K | Hold |
325
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $22.7K | Hold |
325
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $21.9K | Hold |
325
| – | – | 0.01% | 367 |
|
|
2022
Q3 | $20K | Hold |
325
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $21K | Hold |
325
| – | – | 0.01% | 351 |
|
|
2022
Q1 | $25K | Buy |
+325
| New | +$25K | 0.01% | 372 |
|