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Sonen Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sonen Capital’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$414K Hold
5,320
– – 0.78% 48
2023
Q3 		$370K Hold
5,320
– – 0.73% 51
2023
Q2 		$389K Hold
5,320
– – 0.64% 53
2023
Q1 		$372K Buy
+5,320
New +$372K 0.63% 49