Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $322K | Buy |
5,182
+8
| +0.2% | +$497 | 0.03% | 157 |
|
|
2022
Q2 | $335K | Buy |
+5,174
| New | +$335K | 0.03% | 162 |
|
|
2019
Q3 | – | Sell |
-1,438
| Closed | -$80K | – | 475 |
|
|
2019
Q2 | $80K | Buy |
+1,438
| New | +$80K | 0.01% | 290 |
|
|
2019
Q1 | – | Sell |
-1,430
| Closed | -$66K | – | 455 |
|
|
2018
Q4 | $66K | Buy |
+1,430
| New | +$66K | 0.01% | 308 |
|