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Clear Point Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clear Point Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-432
Closed -$38.1K – 331
2024
Q3 		$38.1K Hold
432
– – 0.03% 224
2024
Q2 		$35K Hold
432
– – 0.03% 221
2024
Q1 		$36.3K Hold
432
– – 0.03% 226
2023
Q4 		$33.6K Buy
+432
New +$33.6K 0.03% 219