DFPG Investments’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
Q4 | $203K | Sell |
2,673
-310
| -10% | -$23.5K | 0.02% | 602 |
|
|
2023
Q3 | $202K | Sell |
2,983
-3,948
| -57% | -$267K | 0.02% | 553 |
|
|
2023
Q2 | $525K | Sell |
6,931
-1,917
| -22% | -$145K | 0.05% | 360 |
|
|
2023
Q1 | $619K | Sell |
8,848
-1,470
| -14% | -$103K | 0.07% | 292 |
|
|
2022
Q4 | $729K | Buy |
+10,318
| New | +$729K | 0.12% | 193 |
|