Cornerstone Planning Group’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
Q2 | – | Sell |
-1,653
| Closed | -$134K | – | 1301 |
|
|
2024
Q1 | $134K | Sell |
1,653
-41
| -2% | -$3.31K | 0.04% | 94 |
|
|
2023
Q4 | $132K | Sell |
1,694
-117
| -6% | -$9.09K | 0.04% | 106 |
|
|
2023
Q3 | $125K | Hold |
1,811
| – | – | 0.05% | 102 |
|
|
2023
Q2 | $132K | Buy |
+1,811
| New | +$132K | 0.05% | 112 |
|
|
2022
Q4 | $93.2K | Buy |
+1,344
| New | +$93.2K | 0.04% | 167 |
|