SteelPeak Wealth’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 | – | Sell |
-5,111
| Closed | -$345K | – | 389 |
|
|
2022
Q4 | $345K | Buy |
5,111
+6
| +0.1% | +$405 | 0.03% | 289 |
|
|
2022
Q3 | $317K | Buy |
5,105
+5
| +0.1% | +$310 | 0.02% | 310 |
|
|
2022
Q2 | $330K | Buy |
5,100
+19
| +0.4% | +$1.23K | 0.02% | 306 |
|
|
2022
Q1 | $396K | Buy |
5,081
+30
| +0.6% | +$2.34K | 0.02% | 305 |
|
|
2021
Q4 | $419K | Buy |
5,051
+49
| +1% | +$4.07K | 0.02% | 277 |
|
|
2021
Q3 | $391K | Buy |
5,002
+26
| +0.5% | +$2.03K | 0.03% | 273 |
|
|
2021
Q2 | $394K | Buy |
4,976
+46
| +0.9% | +$3.64K | 0.03% | 287 |
|
|
2021
Q1 | $364K | Buy |
4,930
+29
| +0.6% | +$2.14K | 0.03% | 264 |
|
|
2020
Q4 | $336K | Buy |
4,901
+15
| +0.3% | +$1.03K | 0.03% | 246 |
|
|
2020
Q3 | $280K | Sell |
4,886
-317
| -6% | -$18.2K | 0.03% | 218 |
|
|
2020
Q2 | $279K | Buy |
+5,203
| New | +$279K | 0.04% | 203 |
|