Arcus Capital Partners’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
Q1 | – | Sell |
-196
| Closed | -$13.2K | – | 229 |
|
2022
Q4 | $13.2K | Buy |
+196
| New | +$13.2K | 0.01% | 249 |
|
2022
Q3 | – | Sell |
-12,569
| Closed | -$813K | – | 107 |
|
2022
Q2 | $813K | Buy |
12,569
+149
| +1% | +$9.64K | 0.36% | 40 |
|
2022
Q1 | $969K | Sell |
12,420
-289
| -2% | -$22.5K | 0.34% | 39 |
|
2021
Q4 | $1.06M | Buy |
+12,709
| New | +$1.06M | 0.36% | 35 |
|