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Gilliland Jeter Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,253
Closed -$110K – 409
2024
Q3 		$110K Hold
1,253
– – 0.04% 217
2024
Q2 		$102K Hold
1,253
– – 0.03% 215
2024
Q1 		$105K Buy
+1,253
New +$105K 0.04% 212