Gunn & Company Investment 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
Q3
Sell
-48,817
Closed -$3.96M 103
2024
Q2
$3.96M Buy
+48,817
New +$3.96M 0.23% 47
2024
Q1
Sell
-9,630
Closed -$749K 98
2023
Q4
$749K Buy
+9,630
New +$749K 0.05% 61