Horizon 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
2022
Q3
Sell
-5,338
Closed -$345K 90
2022
Q2
$345K Hold
5,338
0.14% 68
2022
Q1
$417K Hold
5,338
0.13% 62
2021
Q4
$443K Buy
+5,338
New +$443K 0.13% 62