Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-552
| Closed | -$36K | – | 368 |
|
|
2022
Q2 | $36K | Hold |
552
| – | – | 0.01% | 339 |
|
|
2022
Q1 | $43K | Hold |
552
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $46K | Hold |
552
| – | – | 0.01% | 407 |
|
|
2021
Q3 | $43K | Hold |
552
| – | – | 0.01% | 394 |
|
|
2021
Q2 | $44K | Hold |
552
| – | – | 0.01% | 397 |
|
|
2021
Q1 | $41K | Hold |
552
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $38K | Buy |
+552
| New | +$38K | 0.01% | 407 |
|