Marshall Financial Group (Pennsylvania)’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 |
-2,667
| Closed | -$221K | – | 60 |
|
|
2021
Q4 | $221K | Sell |
2,667
-972
| -27% | -$80.5K | 0.09% | 56 |
|
|
2021
Q3 | $285K | Hold |
3,639
| – | – | 0.12% | 49 |
|
|
2021
Q2 | $288K | Hold |
3,639
| – | – | 0.12% | 50 |
|
|
2021
Q1 | $269K | Hold |
3,639
| – | – | 0.12% | 50 |
|
|
2020
Q4 | $249K | Hold |
3,639
| – | – | 0.12% | 50 |
|
|
2020
Q3 | $209K | Buy |
+3,639
| New | +$209K | 0.12% | 49 |
|
|
2020
Q1 | – | Sell |
-3,639
| Closed | -$217K | – | 48 |
|
|
2019
Q4 | $217K | Hold |
3,639
| – | – | 0.15% | 49 |
|
|
2019
Q3 | $204K | Hold |
3,639
| – | – | 0.16% | 47 |
|
|
2019
Q2 | $203K | Buy |
+3,639
| New | +$203K | 0.15% | 49 |
|