DGS Capital 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
Q4 | – | Sell |
-2,785
| Closed | -$245K | – | 319 |
|
|
2024
Q3 | $245K | Buy |
2,785
+73
| +3% | +$6.43K | 0.07% | 246 |
|
|
2024
Q2 | $220K | Hold |
2,712
| – | – | 0.06% | 248 |
|
|
2024
Q1 | $228K | Buy |
2,712
+10
| +0.4% | +$841 | 0.06% | 248 |
|
|
2023
Q4 | $210K | Buy |
+2,702
| New | +$210K | 0.08% | 222 |
|
|
2023
Q3 | – | Sell |
-3,133
| Closed | -$229K | – | 238 |
|
|
2023
Q2 | $229K | Buy |
+3,133
| New | +$229K | 0.11% | 195 |
|