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Milestone Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Milestone Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$116K Hold
1,872
– – 0.13% 70
2022
Q2 		$121K Hold
1,872
– – 0.13% 72
2022
Q1 		$155K Hold
1,872
– – 0.13% 69
2021
Q4 		$155K Buy
+1,872
New +$155K 0.12% 69