Kowal Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kowal Investment Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$507K	Sell
2024 Q2	$472K	Sell
2024 Q1	$529K	Sell
2023 Q4	$506K	Sell
2023 Q3	$537K	Buy
2023 Q2	$525K	Buy
2021 Q4	–	Sell
2021 Q3	$103K	Buy