Plotkin Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,920
| Closed | -$307K | – | 98 |
|
|
2021
Q3 | $307K | Hold |
3,920
| – | – | 0.18% | 71 |
|
|
2021
Q2 | $311K | Buy |
3,920
+1,000
| +34% | +$79.2K | 0.17% | 73 |
|
|
2021
Q1 | $216K | Hold |
2,920
| – | – | 0.13% | 73 |
|
|
2020
Q4 | $200K | Buy |
+2,920
| New | +$200K | 0.13% | 66 |
|