Domani Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Domani Wealth’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$6.5M	Buy	92,949 +12,213	+15%	+$854K	1.51%	16
2022 Q4	$5.45M	Buy	80,736 +11,605	+17%	+$783K	1.36%	17
2022 Q3	$4.3M	Sell	69,131 -430	-0.6%	-$26.7K	1.26%	17
2022 Q2	$4.5M	Buy	69,561 +212	+0.3%	+$13.7K	1.23%	17
2022 Q1	$5.41M	Sell	69,349 -117	-0.2%	-$9.13K	1.17%	18
2021 Q4	$5.77M	Sell	69,466 -400	-0.6%	-$33.2K	1.13%	19
2021 Q3	$5.47M	Sell	69,866 -2,233	-3%	-$175K	1.14%	18
2021 Q2	$5.71M	Sell	72,099 -5,643	-7%	-$447K	1.15%	18
2021 Q1	$5.75M	Sell	77,742 -179	-0.2%	-$13.2K	1.11%	18
2020 Q4	$5.34M	Sell	77,921 -3,737	-5%	-$256K	1.09%	18
2020 Q3	$4.69M	Sell	81,658 -1,221	-1%	-$70.1K	1.03%	18
2020 Q2	$4.44M	Buy	82,879 +39,193	+90%	+$2.1M	1.04%	18
2020 Q1	$1.89M	Buy	43,686 +33,373	+324%	+$1.44M	0.5%	26
2019 Q4	$615K	Sell	10,313 -127	-1%	-$7.57K	0.2%	55
2019 Q3	$584K	Buy	10,440 +6,542	+168%	+$366K	0.21%	53
2019 Q2	$218K	Hold	3,898	–	–	0.08%	103
2019 Q1	$210K	Buy	+3,898	New	+$210K	0.08%	109
2018 Q4	–	Sell	-4,952	Closed	-$273K	–	108
2018 Q3	$273K	Sell	4,952 -240	-5%	-$13.2K	0.12%	85
2018 Q2	$275K	Hold	5,192	–	–	0.13%	86
2018 Q1	$268K	Sell	5,192 -352	-6%	-$18.2K	0.11%	87
2017 Q4	$288K	Sell	5,544 -1,160	-17%	-$60.3K	0.13%	81
2017 Q3	$330K	Sell	6,704 -300	-4%	-$14.8K	0.14%	73
2017 Q2	$336K	Sell	7,004 -1,276	-15%	-$61.2K	0.14%	72
2017 Q1	$387K	Buy	8,280 +708	+9%	+$33.1K	0.16%	65
2016 Q4	$339K	Sell	7,572 -6,600	-47%	-$295K	0.14%	71
2016 Q3	$618K	Sell	14,172 -4,696	-25%	-$205K	0.23%	60
2016 Q2	$793K	Sell	18,868 -3,840	-17%	-$161K	0.31%	50
2016 Q1	$925K	Buy	22,708 +164	+0.7%	+$6.68K	0.35%	51
2015 Q4	$903K	Buy	22,544 +1,340	+6%	+$53.7K	0.35%	49
2015 Q3	$825K	Buy	21,204 +1,056	+5%	+$41.1K	0.45%	35
2015 Q2	$858K	Buy	20,148 +16,744	+492%	+$713K	0.47%	35
2015 Q1	$4.92K	Buy	+3,404	New	+$4.92K	0.07%	68