Money Concepts Capital’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
Q1 | – | Sell |
-9,531
| Closed | -$643K | – | 1735 |
|
|
2022
Q4 | $643K | Buy |
9,531
+9,207
| +2,842% | +$621K | 0.03% | 374 |
|
|
2022
Q3 | $20K | Buy |
324
+74
| +30% | +$4.57K | ﹤0.01% | 910 |
|
|
2022
Q2 | $16K | Sell |
250
-11,419
| -98% | -$731K | ﹤0.01% | 937 |
|
|
2022
Q1 | $911K | Buy |
11,669
+11,419
| +4,568% | +$891K | 0.05% | 313 |
|
|
2021
Q4 | $21K | Buy |
+250
| New | +$21K | ﹤0.01% | 648 |
|
|
2021
Q1 | $28K | Sell |
385
-236
| -38% | -$17.2K | ﹤0.01% | 611 |
|
|
2020
Q4 | $43K | Buy |
+621
| New | +$43K | ﹤0.01% | 532 |
|