Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,978
| Closed | -$1.32M | – | 70 |
|
|
2023
Q4 | $1.32M | Buy |
16,978
+153
| +0.9% | +$11.9K | 0.18% | 58 |
|
|
2023
Q3 | $1.17M | Hold |
16,825
| – | – | 0.18% | 60 |
|
|
2023
Q2 | $1.23M | Buy |
16,825
+45
| +0.3% | +$3.29K | 0.17% | 61 |
|
|
2023
Q1 | $1.17M | Buy |
16,780
+64
| +0.4% | +$4.48K | 0.17% | 62 |
|
|
2022
Q4 | $1.13M | Buy |
16,716
+81
| +0.5% | +$5.46K | 0.16% | 73 |
|
|
2022
Q3 | $1.03M | Buy |
+16,635
| New | +$1.03M | 0.17% | 66 |
|