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Gateway Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gateway Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,535
Closed -$597K – 251
2023
Q1 		$597K Buy
8,535
+41
+0.5% +$2.87K 0.09% 109
2022
Q4 		$573K Buy
+8,494
New +$573K 0.1% 95