Executive 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
2019
Q3
Sell
-35
Closed -$2K 467
2019
Q2
$2K Sell
35
-53,041
-100% -$3.03M ﹤0.01% 796
2019
Q1
$2.86M Buy
53,076
+1,242
+2% +$67K 0.51% 52
2018
Q4
$2.57M Buy
+51,834
New +$2.57M 0.45% 48