MAS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,980
| Closed | -$208K | – | 64 |
|
|
2023
Q1 | $208K | Sell |
2,980
-3,334
| -53% | -$233K | 0.2% | 76 |
|
|
2022
Q4 | $426K | Buy |
6,314
+12
| +0.2% | +$809 | 0.4% | 48 |
|
|
2022
Q3 | $392K | Hold |
6,302
| – | – | 0.26% | 52 |
|
|
2022
Q2 | $407K | Sell |
6,302
-9,442
| -60% | -$610K | 0.37% | 52 |
|
|
2022
Q1 | $1.25M | Buy |
15,744
+3,000
| +24% | +$237K | 0.95% | 34 |
|
|
2021
Q4 | $1.06M | Buy |
+12,744
| New | +$1.06M | 0.77% | 42 |
|