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CIC Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CIC Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,707
Closed -$326K – 165
2023
Q3 		$326K Hold
4,707
– – 0.12% 107
2023
Q2 		$344K Hold
4,707
– – 0.12% 104
2023
Q1 		$329K Hold
4,707
– – 0.12% 108
2022
Q4 		$317K Buy
+4,707
New +$317K 0.13% 112