SBK 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $566K | Sell |
8,388
-649
| -7% | -$43.8K | 0.9% | 39 |
|
|
2022
Q3 | $562K | Sell |
9,037
-2,375
| -21% | -$148K | 0.86% | 36 |
|
|
2022
Q2 | $738K | Sell |
11,412
-339
| -3% | -$21.9K | 0.96% | 30 |
|
|
2022
Q1 | $917K | Sell |
11,751
-668
| -5% | -$52.1K | 0.91% | 28 |
|
|
2021
Q4 | $1.03M | Buy |
+12,419
| New | +$1.03M | 0.82% | 27 |
|