Silicon Valley Capital Partners’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 | – | Sell |
-337
| Closed | -$27.3K | – | 317 |
|
|
2024
Q2 | $27.3K | Buy |
337
+1
| +0.3% | +$81 | ﹤0.01% | 169 |
|
|
2024
Q1 | $28.2K | Buy |
336
+1
| +0.3% | +$84 | ﹤0.01% | 155 |
|
|
2023
Q4 | $26K | Buy |
335
+3
| +0.9% | +$233 | ﹤0.01% | 154 |
|
|
2023
Q3 | $23K | Hold |
332
| – | – | ﹤0.01% | 139 |
|
|
2023
Q2 | $24.2K | Buy |
332
+1
| +0.3% | +$73 | ﹤0.01% | 137 |
|
|
2023
Q1 | $23.1K | Buy |
331
+1
| +0.3% | +$70 | ﹤0.01% | 129 |
|
|
2022
Q4 | $22.2K | Buy |
+330
| New | +$22.2K | 0.01% | 125 |
|