Kiley Juergens 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
2018
Q4
Sell
-8,320
Closed -$458K 348
2018
Q3
$458K Buy
8,320
+972
+13% +$53.5K 0.34% 61
2018
Q2
$389K Buy
7,348
+36
+0.5% +$1.91K 0.35% 55
2018
Q1
$377K Sell
7,312
-100
-1% -$5.16K 0.41% 53
2017
Q4
$385K Buy
+7,412
New +$385K 0.35% 51