NBW 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
2024
Q3
Sell
-2,671
Closed -$217K 113
2024
Q2
$217K Hold
2,671
0.04% 94
2024
Q1
$225K Sell
2,671
-1,164
-30% -$97.9K 0.05% 106
2023
Q4
$298K Buy
+3,835
New +$298K 0.07% 80