Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,096
| Closed | -$166K | – | 334 |
|
|
2021
Q2 | $166K | Buy |
+2,096
| New | +$166K | 0.06% | 139 |
|
|
2019
Q2 | – | Sell |
-2,484
| Closed | -$134K | – | 275 |
|
|
2019
Q1 | $134K | Hold |
2,484
| – | – | 0.09% | 113 |
|
|
2018
Q4 | $114K | Hold |
2,484
| – | – | 0.08% | 122 |
|
|
2018
Q3 | $137K | Hold |
2,484
| – | – | 0.08% | 124 |
|
|
2018
Q2 | $134K | Hold |
2,484
| – | – | 0.09% | 123 |
|
|
2018
Q1 | $127K | Hold |
2,484
| – | – | 0.1% | 120 |
|
|
2017
Q4 | $130K | Buy |
+2,484
| New | +$130K | 0.1% | 120 |
|