Norwood Financial’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
Q1 | $92.5K | Sell |
1,100
-100
| -8% | -$8.41K | 0.13% | 118 |
|
|
2023
Q4 | $93.3K | Hold |
1,200
| – | – | 0.14% | 108 |
|
|
2023
Q3 | $83.1K | Sell |
1,200
-205
| -15% | -$14.2K | 0.13% | 110 |
|
|
2023
Q2 | $103K | Hold |
1,405
| – | – | 0.15% | 99 |
|
|
2023
Q1 | $98.2K | Sell |
1,405
-80
| -5% | -$5.59K | 0.16% | 101 |
|
|
2022
Q4 | $100K | Hold |
1,485
| – | – | 0.16% | 98 |
|
|
2022
Q3 | $92K | Buy |
1,485
+182
| +14% | +$11.3K | 0.16% | 93 |
|
|
2022
Q2 | $84K | Hold |
1,303
| – | – | 0.14% | 101 |
|
|
2022
Q1 | $102K | Hold |
1,303
| – | – | 0.15% | 102 |
|
|
2021
Q4 | $108K | Buy |
+1,303
| New | +$108K | 0.15% | 95 |
|