StrongBox 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
2021
Q1
Sell
-3,841
Closed -$263K 101
2020
Q4
$263K Hold
3,841
0.17% 81
2020
Q3
$220K Sell
3,841
-250
-6% -$14.3K 0.16% 78
2020
Q2
$219K Buy
+4,091
New +$219K 0.2% 79