Northstar Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$249K Sell
2020
Q1
$343K Sell
2019
Q4
$632K Sell
2019
Q3
$610K Sell
2019
Q2
$614K Buy
2019
Q1
$583K Buy
2018
Q4
$484K Buy
2018
Q3
$242K Hold
2018
Q2
$233K Buy