Fullen Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $634K | Sell |
9,118
-176
| -2% | -$12.2K | 0.34% | 39 |
|
|
2022
Q4 | $679K | Buy |
9,294
+10
| +0.1% | +$731 | 0.39% | 38 |
|
|
2022
Q3 | $628K | Sell |
9,284
-344
| -4% | -$23.3K | 0.4% | 36 |
|
|
2022
Q2 | $623K | Buy |
9,628
+30
| +0.3% | +$1.94K | 0.4% | 36 |
|
|
2022
Q1 | $749K | Sell |
9,598
-350
| -4% | -$27.3K | 0.44% | 35 |
|
|
2021
Q4 | $826K | Buy |
9,948
+5
| +0.1% | +$415 | 0.46% | 35 |
|
|
2021
Q3 | $796K | Buy |
9,943
+34
| +0.3% | +$2.72K | 0.45% | 36 |
|
|
2021
Q2 | $785K | Buy |
9,909
+19
| +0.2% | +$1.51K | 0.46% | 37 |
|
|
2021
Q1 | $731K | Sell |
9,890
-62
| -0.6% | -$4.58K | 0.47% | 36 |
|
|
2020
Q4 | $682K | Buy |
9,952
+110
| +1% | +$7.54K | 0.46% | 37 |
|
|
2020
Q3 | $565K | Buy |
9,842
+180
| +2% | +$10.3K | 0.43% | 39 |
|
|
2020
Q2 | $518K | Buy |
+9,662
| New | +$518K | 0.43% | 40 |
|