Connectus Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.28M | Sell |
15,168
-4,346
| -22% | -$365K | 0.03% | 222 |
|
|
2023
Q4 | $1.52M | Sell |
19,514
-51,565
| -73% | -$4.01M | 0.03% | 293 |
|
|
2023
Q3 | $4.92M | Buy |
71,079
+67,481
| +1,876% | +$4.67M | 0.11% | 167 |
|
|
2023
Q2 | $263K | Buy |
3,598
+2
| +0.1% | +$146 | 0.01% | 412 |
|
|
2023
Q1 | $252K | Buy |
3,596
+3
| +0.1% | +$210 | 0.01% | 404 |
|
|
2022
Q4 | $242K | Buy |
3,593
+4
| +0.1% | +$270 | 0.01% | 394 |
|
|
2022
Q3 | $223K | Sell |
3,589
-6
| -0.2% | -$373 | ﹤0.01% | 473 |
|
|
2022
Q2 | $233K | Buy |
+3,595
| New | +$233K | 0.01% | 399 |
|