Syverson Strege & Co’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
Q2 | – | Sell |
-458
| Closed | -$32K | – | 342 |
|
|
2023
Q1 | $32K | Buy |
458
+2
| +0.4% | +$140 | 0.01% | 156 |
|
|
2022
Q4 | $30.8K | Buy |
456
+2
| +0.4% | +$135 | 0.01% | 152 |
|
|
2022
Q3 | $28K | Buy |
454
+3
| +0.7% | +$185 | 0.01% | 144 |
|
|
2022
Q2 | $29K | Buy |
451
+1
| +0.2% | +$64 | 0.01% | 161 |
|
|
2022
Q1 | $35K | Buy |
450
+1
| +0.2% | +$78 | 0.04% | 142 |
|
|
2021
Q4 | $37K | Buy |
449
+2
| +0.4% | +$165 | 0.03% | 152 |
|
|
2021
Q3 | $35K | Buy |
447
+1
| +0.2% | +$78 | 0.03% | 160 |
|
|
2021
Q2 | $35K | Buy |
446
+1
| +0.2% | +$78 | 0.03% | 153 |
|
|
2021
Q1 | $33K | Buy |
445
+1
| +0.2% | +$74 | 0.03% | 144 |
|
|
2020
Q4 | $30K | Buy |
+444
| New | +$30K | 0.03% | 139 |
|