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Naples Money Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Naples Money Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$61.7K Hold
700
– – 0.05% 78
2024
Q2 		$56.3K Hold
700
– – 0.05% 78
2024
Q1 		$58.9K Hold
700
– – 0.06% 84
2023
Q4 		$54.4K Buy
+700
New +$54.4K 0.05% 89