Freedman Financial Associates’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
Q2 | – | Sell |
-2,368
| Closed | -$187K | – | 227 |
|
|
2022
Q1 | $187K | Hold |
2,368
| – | – | 0.13% | 80 |
|
|
2021
Q4 | $197K | Hold |
2,368
| – | – | 0.13% | 77 |
|
|
2021
Q3 | $185K | Sell |
2,368
-200
| -8% | -$15.6K | 0.14% | 74 |
|
|
2021
Q2 | $203K | Sell |
2,568
-389
| -13% | -$30.8K | 0.15% | 65 |
|
|
2021
Q1 | $219K | Hold |
2,957
| – | – | 0.18% | 54 |
|
|
2020
Q4 | $203K | Buy |
+2,957
| New | +$203K | 0.18% | 56 |
|