IPG Investment Advisors’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
2023
Q1
Sell
-5,659
Closed -$382K 170
2022
Q4
$382K Hold
5,659
0.11% 88
2022
Q3
$352K Hold
5,659
0.1% 87
2022
Q2
$366K Buy
+5,659
New +$366K 0.09% 96