Gratus Capital’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
Q2 | $414K | Hold |
5,100
| – | – | 0.02% | 276 |
|
|
2024
Q1 | $429K | Hold |
5,100
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $396K | Hold |
5,100
| – | – | 0.02% | 196 |
|
|
2023
Q3 | $353K | Sell |
5,100
-40
| -0.8% | -$2.77K | 0.02% | 193 |
|
|
2023
Q2 | $375K | Buy |
5,140
+40
| +0.8% | +$2.92K | 0.03% | 184 |
|
|
2023
Q1 | $357K | Hold |
5,100
| – | – | 0.03% | 168 |
|
|
2022
Q4 | $344K | Buy |
+5,100
| New | +$344K | 0.03% | 173 |
|