Capstone Wealth Management Group (Pennsylvania)’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
-3,721
Closed -$241K 58
2022
Q2
$241K Buy
3,721
+12
+0.3% +$777 0.29% 55
2022
Q1
$289K Buy
3,709
+10
+0.3% +$779 0.29% 57
2021
Q4
$307K Buy
+3,699
New +$307K 0.25% 63