Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $507K | Sell |
5,751
-73
| -1% | -$6.43K | 0.09% | 114 |
|
|
2024
Q2 | $472K | Sell |
5,824
-466
| -7% | -$37.8K | 0.09% | 110 |
|
|
2024
Q1 | $529K | Sell |
6,290
-219
| -3% | -$18.4K | 0.11% | 98 |
|
|
2023
Q4 | $506K | Sell |
6,509
-1,243
| -16% | -$96.6K | 0.12% | 92 |
|
|
2023
Q3 | $537K | Buy |
7,752
+567
| +8% | +$39.3K | 0.14% | 81 |
|
|
2023
Q2 | $525K | Buy |
+7,185
| New | +$525K | 0.14% | 78 |
|
|
2021
Q4 | – | Sell |
-1,321
| Closed | -$103K | – | 535 |
|
|
2021
Q3 | $103K | Buy |
+1,321
| New | +$103K | 0.03% | 150 |
|