Planning Capital Management Corporation’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 Q3	$524K	Buy	5,946 +106	+2%	+$9.34K	0.35%	50
2024 Q2	$473K	Sell	5,840 -23	-0.4%	-$1.87K	0.33%	52
2024 Q1	$493K	Sell	5,863 -43	-0.7%	-$3.62K	0.36%	47
2023 Q4	$459K	Buy	+5,906	New	+$459K	0.36%	45