Southern Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $988K | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $887K | Buy |
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|
2019
Q4 | $1.05M | Buy |
|