Sterling Financial Group’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
Q4 | – | Sell |
-17,606
| Closed | -$1.55M | – | 70 |
|
|
2024
Q3 | $1.55M | Hold |
17,606
| – | – | 0.66% | 21 |
|
|
2024
Q2 | $1.43M | Hold |
17,606
| – | – | 0.65% | 21 |
|
|
2024
Q1 | $1.48M | Hold |
17,606
| – | – | 0.7% | 19 |
|
|
2023
Q4 | $1.37M | Hold |
17,606
| – | – | 0.81% | 19 |
|
|
2023
Q3 | $1.22M | Hold |
17,606
| – | – | 0.77% | 18 |
|
|
2023
Q2 | $1.29M | Hold |
17,606
| – | – | 0.85% | 15 |
|
|
2023
Q1 | $1.19M | Hold |
17,606
| – | – | 0.91% | 19 |
|
|
2022
Q4 | $1.19M | Buy |
+17,606
| New | +$1.19M | 0.91% | 19 |
|