Kenfarb & Co’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 |
-1,000
| Closed | -$67.5K | – | 222 |
|
2022
Q4 | $67.5K | Hold |
1,000
| – | – | 0.06% | 135 |
|
2022
Q3 | $62K | Hold |
1,000
| – | – | 0.06% | 133 |
|
2022
Q2 | $78K | Hold |
1,000
| – | – | 0.06% | 128 |
|
2022
Q1 | $78K | Hold |
1,000
| – | – | 0.06% | 128 |
|
2021
Q4 | $83K | Buy |
+1,000
| New | +$83K | 0.06% | 128 |
|