Chicago Wealth Management’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
Q2 | – | Sell |
-7,454
| Closed | -$582K | – | 39 |
|
|
2022
Q1 | $582K | Buy |
7,454
+383
| +5% | +$29.9K | 0.39% | 30 |
|
|
2021
Q4 | $587K | Buy |
7,071
+255
| +4% | +$21.2K | 0.39% | 28 |
|
|
2021
Q3 | $533K | Buy |
6,816
+362
| +6% | +$28.3K | 0.39% | 26 |
|
|
2021
Q2 | $511K | Buy |
6,454
+3,473
| +117% | +$275K | 0.37% | 29 |
|
|
2021
Q1 | $220K | Buy |
+2,981
| New | +$220K | 0.17% | 39 |
|