Alpha Cubed Investments’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
2024
Q1
Sell
-2,797
Closed -$217K 309
2023
Q4
$217K Buy
+2,797
New +$217K 0.01% 242
2023
Q2
Sell
-3,241
Closed -$227K 272
2023
Q1
$227K Buy
+3,241
New +$227K 0.02% 236