RE Dickinson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-435
| Closed | -$32K | – | 276 |
|
|
2023
Q2 | $32K | Hold |
435
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $30K | Hold |
435
| – | – | 0.01% | 189 |
|
|
2022
Q4 | $29K | Hold |
435
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $27K | Sell |
435
-131
| -23% | -$8.13K | 0.02% | 93 |
|
|
2022
Q2 | $37 | Hold |
566
| – | – | 0.01% | 91 |
|
|
2022
Q1 | $44K | Hold |
566
| – | – | 0.03% | 94 |
|
|
2021
Q4 | $47K | Buy |
+566
| New | +$47K | 0.04% | 89 |
|