Colton Groome Financial Advisors’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
2023
Q3
Sell
-3,014
Closed -$220K 117
2023
Q2
$220K Sell
3,014
-987
-25% -$72.1K 0.1% 108
2023
Q1
$280K Buy
+4,001
New +$280K 0.13% 105