Icon Wealth Partners’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
Q2 | – | Sell |
-3,017
| Closed | -$235K | – | 318 |
|
|
2022
Q1 | $235K | Buy |
+3,017
| New | +$235K | 0.02% | 297 |
|
|
2021
Q4 | – | Sell |
-3,195
| Closed | -$250K | – | 333 |
|
|
2021
Q3 | $250K | Sell |
3,195
-107
| -3% | -$8.37K | 0.03% | 306 |
|
|
2021
Q2 | $262K | Sell |
3,302
-7
| -0.2% | -$555 | 0.03% | 317 |
|
|
2021
Q1 | $245K | Buy |
+3,309
| New | +$245K | 0.03% | 296 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$22K | – | 476 |
|
|
2019
Q1 | $22K | Buy |
+400
| New | +$22K | 0.01% | 528 |
|