Gratus Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$414K Hold
2024
Q1
$429K Hold
2023
Q4
$396K Hold
2023
Q3
$353K Sell
2023
Q2
$375K Buy
2023
Q1
$357K Hold
2022
Q4
$344K Buy