CMH 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
2021
Q1
Sell
-7,000
Closed -$480K 49
2020
Q4
$480K Sell
7,000
-540
-7% -$37K 0.18% 49
2020
Q3
$433K Hold
7,540
0.19% 47
2020
Q2
$404K Buy
+7,540
New +$404K 0.19% 49