New England Investment & Retirement Group’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
2021
Q3
$2.28M Buy
29,160
+10,676
+58% +$835K 0.53% 47
2021
Q2
$1.47M Buy
18,484
+8,457
+84% +$670K 0.32% 55
2021
Q1
$741K Buy
10,027
+7,064
+238% +$522K 0.18% 61
2020
Q4
$203K Buy
+2,963
New +$203K 0.05% 77