Granite Bay Wealth Management’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
2024
Q1
Sell
-50,841
Closed -$3.61M 183
2023
Q4
$3.61M Sell
50,841
-1,179
-2% -$83.8K 0.03% 129
2023
Q3
$3.79M Buy
+52,020
New +$3.79M 0.04% 131