ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-408
| Closed | -$34.3K | – | 1048 |
|
|
2024
Q1 | $34.3K | Buy |
408
+156
| +62% | +$13.1K | 0.01% | 638 |
|
|
2023
Q4 | $19.6K | Buy |
+252
| New | +$19.6K | ﹤0.01% | 728 |
|
|
2023
Q3 | – | Sell |
-252
| Closed | -$18.4K | – | 710 |
|
|
2023
Q2 | $18.4K | Hold |
252
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $17.6K | Sell |
252
-261
| -51% | -$18.2K | ﹤0.01% | 694 |
|
|
2022
Q4 | $34.6K | Buy |
+513
| New | +$34.6K | 0.01% | 588 |
|