DHK Financial Advisors’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
2022
Q3
Sell
-35,990
Closed -$2.33M 40
2022
Q2
$2.33M Buy
35,990
+34
+0.1% +$2.2K 2.23% 13
2022
Q1
$2.81M Buy
35,956
+280
+0.8% +$21.9K 2.37% 13
2021
Q4
$2.96M Buy
+35,676
New +$2.96M 2.79% 10