Surevest’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Surevest’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2K	Sell
2022 Q2	$16K	Buy
2022 Q1	$19K	Sell
2021 Q4	$82K	Buy
2020 Q2	–	Sell
2020 Q1	$239K	Buy
2019 Q4	$288K	Buy
2019 Q3	$257K	Sell
2019 Q2	$267K	Buy
2019 Q1	–	Sell
2018 Q4	$419K	Buy