Triad Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Triad Financial Advisors’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
2023 Q3	$351K	Buy
2023 Q2	$366K	Sell
2023 Q1	$416K	Sell
2022 Q4	$406K	Sell
2022 Q3	$375K	Sell
2022 Q2	$390K	Hold
2022 Q1	$471K	Sell
2021 Q4	$507K	Buy