Triad Financial Advisors’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
Q3 | $351K | Buy |
5,073
+68
| +1% | +$4.71K | 0.12% | 63 |
|
|
2023
Q2 | $366K | Sell |
5,005
-946
| -16% | -$69.1K | 0.15% | 58 |
|
|
2023
Q1 | $416K | Sell |
5,951
-62
| -1% | -$4.34K | 0.18% | 50 |
|
|
2022
Q4 | $406K | Sell |
6,013
-17
| -0.3% | -$1.15K | 0.18% | 62 |
|
|
2022
Q3 | $375K | Sell |
6,030
-9
| -0.1% | -$560 | 0.2% | 57 |
|
|
2022
Q2 | $390K | Hold |
6,039
| – | – | 0.22% | 56 |
|
|
2022
Q1 | $471K | Sell |
6,039
-72
| -1% | -$5.62K | 0.25% | 51 |
|
|
2021
Q4 | $507K | Buy |
+6,111
| New | +$507K | 0.3% | 52 |
|