Keystone Financial Group (Kentucky)’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
Q1
Sell
-3,077
Closed -$255K 309
2021
Q4
$255K Buy
3,077
+20
+0.7% +$1.66K 0.04% 262
2021
Q3
$239K Buy
+3,057
New +$239K 0.04% 264