NEIRG Wealth Management’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
Q3 | – | Sell |
-52,732
| Closed | -$3.85M | – | 54 |
|
|
2023
Q2 | $3.85M | Buy |
52,732
+27,953
| +113% | +$2.04M | 0.71% | 39 |
|
|
2023
Q1 | $1.73M | Buy |
24,779
+745
| +3% | +$52.1K | 0.3% | 69 |
|
|
2022
Q4 | $1.62M | Sell |
24,034
-20,964
| -47% | -$1.41M | 0.3% | 76 |
|
|
2022
Q3 | $2.8M | Sell |
44,998
-364
| -0.8% | -$22.6K | 0.56% | 50 |
|
|
2022
Q2 | $2.93M | Buy |
45,362
+1,530
| +3% | +$98.9K | 0.64% | 44 |
|
|
2022
Q1 | $3.42M | Buy |
43,832
+9,360
| +27% | +$731K | 0.67% | 44 |
|
|
2021
Q4 | $2.86M | Buy |
+34,472
| New | +$2.86M | 0.55% | 42 |
|