Shine Investment Advisory Services’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
2020
Q3
$1.12M Sell
19,492
-1,137
-6% -$65.2K 0.38% 36
2020
Q2
$1.11M Sell
20,629
-1,168
-5% -$62.6K 0.4% 36
2020
Q1
$941K Buy
21,797
+19,357
+793% +$836K 0.44% 36
2019
Q4
$145K Buy
+2,440
New +$145K 0.06% 162