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First Trust Direct Indexing’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Trust Direct Indexing’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,461
Closed -$217K – 460
2024
Q3 		$217K Buy
+2,461
New +$217K 0.01% 887
2024
Q2 		– Sell
-2,416
Closed -$203K – 925
2024
Q1 		$203K Buy
+2,416
New +$203K 0.02% 736