Family Investment Center’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
Q3 | – | Sell |
-2,992
| Closed | -$243K | – | 88 |
|
|
2024
Q2 | $243K | Hold |
2,992
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $252K | Hold |
2,992
| – | – | 0.08% | 72 |
|
|
2023
Q4 | $233K | Hold |
2,992
| – | – | 0.12% | 67 |
|
|
2023
Q3 | $207K | Hold |
2,992
| – | – | 0.13% | 51 |
|
|
2023
Q2 | $219K | Hold |
2,992
| – | – | 0.14% | 48 |
|
|
2023
Q1 | $209K | Hold |
2,992
| – | – | 0.14% | 48 |
|
|
2022
Q4 | $202K | Buy |
+2,992
| New | +$202K | 0.15% | 48 |
|