Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.95M | Buy |
27,902
+2,412
| +9% | +$169K | 0.76% | 35 |
|
|
2022
Q4 | $1.72M | Sell |
25,490
-1,025
| -4% | -$69.1K | 0.69% | 37 |
|
|
2022
Q3 | $1.79M | Sell |
26,515
-15,016
| -36% | -$1.02M | 0.72% | 33 |
|
|
2022
Q2 | $2.69M | Sell |
41,531
-579
| -1% | -$37.4K | 1.03% | 26 |
|
|
2022
Q1 | $3.29M | Buy |
42,110
+21,076
| +100% | +$1.64M | 1.07% | 26 |
|
|
2021
Q4 | $1.75M | Buy |
21,034
+1,092
| +5% | +$90.6K | 0.69% | 31 |
|
|
2021
Q3 | $1.56M | Sell |
19,942
-123
| -0.6% | -$9.62K | 0.46% | 37 |
|
|
2021
Q2 | $1.61M | Buy |
20,065
+2,042
| +11% | +$164K | 0.47% | 37 |
|
|
2021
Q1 | $1.33M | Buy |
18,023
+3,608
| +25% | +$267K | 0.44% | 37 |
|
|
2020
Q4 | $988K | Sell |
14,415
-9,282
| -39% | -$636K | 0.37% | 39 |
|
|
2020
Q3 | $1.36M | Buy |
23,697
+2,572
| +12% | +$148K | 0.5% | 33 |
|
|
2020
Q2 | $1.13M | Buy |
21,125
+586
| +3% | +$31.4K | 0.22% | 33 |
|
|
2020
Q1 | $887K | Buy |
20,539
+2,888
| +16% | +$125K | 0.18% | 35 |
|
|
2019
Q4 | $1.05M | Buy |
+17,651
| New | +$1.05M | 0.2% | 33 |
|